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Part-time Trust Administration and Probate Paralegal - (Williamsburg, VA)

Part time Trust Administration and Probate ParalegalThe applicant will be responsible for: heavy interaction with clients gathering specific info for estate preparation; preparing and formalizing all estate closing directions; maintaining and ensure that all deadlines are met with Virginia law; heavy document production; managing all probate and estate administration files; contacting and coordinating with estate affiliates that will include attorneys, successor trustees, executors, beneficiaries, outside sources such as accountants and financial institutions; filing all probate and estate administration documents; and obtaining EIN numbers for deceased person trusts and legacy planning. Must have background with Trusts and Estates in some capacity. A banking background may be acceptable. Background with FundingPro and SettlementPro preferred. Should have Microsoft office skills to include Microsoft word and Ms excel.


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Posted in Williamsburg, VA, Legal
From employmentcrossing - 1 month ago