Offer summary
Qualifications:
Degree from an accredited paralegal program or a bachelor's degree, 3+ years of experience in conservatorships, Understanding of multiple county probate court systems, Experience with Smokeball software, Proficient in MS Office and Adobe Acrobat.
Key responsabilities:
- Open new client files and prepare conservatorship forms
- Review accountings of court supervised trusts and manage notices, filings
- Prepare estate planning documents and assist in trust administration
- Maintain detailed client profiles and ensure timely communication
- Enter time daily in the firm's case management system