Trust and Estate Paralegal - (Columbia, SC)
Burr Forman McNair has an immediate opening in the Hilton Head office for a full:time trust and estate paralegal. The successful applicant will assist lawyers with the preparation of documents necessary for estate planning and will provide assistance in the administration of estate and trust assets. EOE/M/F/Vet/Disabled. ESSENTIAL DUTIES AND RESPONSIBILITIES Set up, organize and maintain administration file. Update Estate Planning Data Form for clients review and completion. Calendar all applicable and relevant deadlines. Review and summarize existing estate planning documents and asset listings. Maintain tickler system for client follow up and deadlines. Prepare correspondence to client throughout administration, reminding of deadlines, next steps, and requesting info needed. Meet with and assist clients to review and obtain info, assist execution of documents and transfers of assets.
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From Tip Top Job - 1 month ago