Estate Planning Paralegal

Columbus, Ohio
Estate Planning Paralegal
Columbus, OH (Hybrid)
Estate Planning Paralegal Responsibilities:
  • Estate Administration
  • Prepare initial probate papers.
  • Value assets, either manually or by use of computer programs, including required research.
  • Prepare probate inventories and accountings, and other court required filings.
  • Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
  • Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents.
  • Arrange distributions to or on behalf of beneficiaries.
  • Draft deeds and other transfer documents to fund revocable trusts.
  • Research state and county records to obtain information on business entities and heirs.
  • Meet with Probate Court Magistrates as needed.
  • Experience working with banks, county auditors and other governmental agencies.
  • Estate & Gift Tax Returns
  • Gather and organize gift information and related documentation.
  • Gather and organize asset and debt information from Executor/Trustee.
  • Prepare a first draft of gift tax returns and estate tax returns.
  • Coordinate with other professionals, e.g., accountant, financial advisor, family office.
  • Trust Administration - Inter Vivos Trusts, Review Brokerage Statements.
  • Arrange distributions to or on behalf of beneficiaries.
  • Prepare reports to beneficiaries.
Estate Planning Paralegal Qualifications:
  • Four-year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred.
  • Must have familiarity with the Ohio Probate Law and Microsoft Office programs.
  • Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System).
  • Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.
  • Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary.


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