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Probate Paralegal Resume Samples
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0-5 years of experience
Responsible for preparing and filing all required Probate Court documents for Franklin County and surrounding counties.
- Communicated with clients to ensure all estate deadlines were met on a timely basis.
- Prepared IRS Form 706 for Federal Estate Tax Returns, Form 709 for Federal Gift Tax Returns, and the State of Ohio Estate Tax Return.
- Prepared IRS Form 1041 for select clients.
- Used valuation software to accurately account for estate assets.
- Prepared Estate Accountings for Probate Court.
- Other Estate Administration duties, as required.
0-5 years of experience
- Supervised Probate Paralegals.
- Prepared and filed probate court documents for guardianship/conservatorship estates and decedent’s estates.
- Assisted court appointed conservators and personal representatives with the administration of the estates.
- Prepared estate plan documents, pleadings, discovery documents, motions, memorandum, affidavits, subpoenas, correspondence and coordinated service and delivery of the documents as required by law.
- Organized and managed all probate and conservatorship estate files and litigation files.
- Conducted research to locate family members and interested parties regarding probate, guardian and conservator matters.
0-5 years of experience
- Provided legal support to partners and associates in probate and real estate departments
- Prepared fiduciary income and estate tax returns
- Conducted legal research for various estate, trust and tax matters
- Coordinated client meetings and estate tax audits with Internal Revenue Service
- Assisted with negotiations and drafted miscellaneous corporate agreements along with real estate contracts for various pre and post-mortem transactions
- Assisted counsel with client billings
- Prepared accountings, reconciled various banking and brokerage accounts and managed all financial transactions within estates and trusts
10+ years of experience
Maintained and developed multiple claimant databases; Administrator for the LexisNexis File & Serve electronic court system; claimant, counsel and Court communications; legal research and case development; prepared and processed Complaints and Pleadings; CMO compliance; created reports for settlement purposes; and file maintenance.
- Established procedures for database management; claim processing and resolution; claimant communications
- Designed and implemented multiple claimant databases; liaison for local Court’s electronic filing system development; and administrator for electronic filing system maintenance.
- Prepared all required litigation and probate forms in compliance with state and local rules.
0-5 years of experience
Served as the gatekeeper and primary point of contact between attorney, clients, and vendors.
- Managed the day to day operations of the office including general facilities maintenance and administration, vendor relations and professional services contract negotiations, such as securing payroll services with PayChex and procuring IT support services.
- Consistently met strict court deadlines and managed probate, conservatorship and guardianship procedures of client’s cases from inception to conclusion.
- Established policies and operating procedures.
- Maintained bookkeeping via QuickBooks, timekeeping, calendar/appointments & travel arrangements
- Notarized documents, reconstructed legal documents (i.e. complaints, interrogatories, answers, petitions, motions and orders, revocable living trusts and various judicial council forms).
- Governed preliminary client In-take meetings, as well as home, hospital and hospice care meetings.
- Conducted legal research, reviewed court rules and procedures, collected data and belongings from clients and involved parties.
- Organized light marketing and maintained the company website.
- Supervised process of service, e-filing, and traditional in-person court filings.
0-5 years of experience
- Probate Paralegal and Assistant to Partner of largest law firm on Cape Cod.
- Corresponded with clients, investment advisors, and outside counsel.
- Answered telephones and scheduled client appointments.
- Coordinated scheduling of continuing education seminars for attorneys.
- Drafted and edited estate planning documents, including Wills, Trusts, Durable Powers of
- Assisted at document signings.
- Prepared and monitored client billing.
6-10 years of experience
Maintain full accountability for supporting attorney in all facets of day-to-day activities for loan closings; from opening files, ordering title, reviewing title work, preparing loan documents for closing, to issuing final title policies. Use of SoftPro software. Requesting payoffs. Clearing title issues and drafting property description from a survey for deeds and mortgages. Proficiently handled all aspects of the administration of Probate files and preparation of Wills, including accurately reconciling trust accounts with upwards of $1M. Contact: Greg Hendricks (843) 317-4900.
- Appointed to serve as Administrator for the Medical Reimbursement Account.
- Tracked the calendaring of appearance and inputted attorney time and expenses, further illustrating exceptional resource allocation and organizational skills.
- Use of ProTrust for monthly reconciliation.
0-5 years of experience
Paralegal/Legal Secretary in the disciplines of Trust and Estates, Estate Planning, Guardianships, Real Estate and Litigation.
- Responsible for reviewing Wills & Trusts. Preparing all the necessary pleadings to open the Estate/Trust Administration.
- Oversaw the calculation of critical dates for filing the necessary pleadings with the courts and IRS.
- Established a checklist for each Estate’s upcoming events.
- Direct Client interface for retitling assets of various entities and follow-up with client on all process procedures.
- Coordinator for the Attorneys and Judicial assistants with regard to scheduling of hearings, depositions and conference calls.
- In- Charge of drafting letters to the court and the opposing counsel for upcoming filings.
- Reviewed the attorney’s accountable time per client and entered the data for accounts receivable.
6-10 years of experience
Took precise notation and communication of phone messages.
- Prepared court appointed billing and billing of client accounts.
- Worked with various courts to ensure clients obtain excellent guidance and service.
- Maintained attorney client privilege and confidentiality.
- Prepared forms for all division of law including criminal, traffic, juvenile and probate.
0-5 years of experience
- Trust Administration – Contributed at all levels – analyzed estate planning documents, drafted 1st meeting documents, prepared client correspondence, marshaled/valued assets, coordinated with banks/brokerage firms to facilitate transfers and/or name changes, allocated/funded sub-trusts, prepared transfer documents, and concluded trust administrations.
- Probate – Contributed at all levels – commenced probates, gathered facts, completed California Judicial Council Forms, managed creditor’s claims, drafted other pleadings and orders, and facilitated distributions to heirs.
- Accountings/Tax Returns – Analyzed and prepared Court and trust accountings, prepared tax returns (Form 706-Federal Estate Tax Return, 1041/541 Fiduciary Tax Returns, and Form 709-Federal Gift Tax Return).
- Other Responsibilities – Provided support for three attorneys and four CPAs, managed 40+ irrevocable “life insurance” trusts, prepared beneficiary designations, managed 10 investment accounts, administered will signings and other related estate planning documents, supervised/trained receptionists and other administrative employees, implemented and managed electronic file storage/and creation of templates, supervised scanning projects, and notary.
0-5 years of experience
Work closely with managing partner level attorneys on defense litigation and transactional matters.
- Handle all scheduling and calendars of two partner level attorneys and two associate level attorneys.
- Responsible for preparing pleadings at the state and federal levels.
- Handle preparing, categorizing, answering and organizing discovery for defense litigation as well as transactional matters.
- Conduct legal research on litigation and transactional matters.
- Selected as team leader of specialized group to evaluate and implement new software process firm-wide.
- Experience in preparing wills, trusts, power of attorneys and other transactional documentation.
- Trained in probate administration and probate litigation.
0-5 years of experience
Prepare probate documents for Formal and Summary Probate.
- Interact directly with clients, banks, insurance and investment companies
- Complete various forms for banks, insurance and investment companies to transfer and liquidate assets.
- Manage probate files to ensure all filings are made in a timely manner.
- Draft correspondence to clients, creditors
0-5 years of experience
Prepared a variety of legal documents pertaining to family law matters including divorce, modification, enforcement, establishment of support, adoption, guardianship and name changes.
- Assist multiple attorneys in preparing for meetings, depositions, hearings and mediations.
- Responsible for scheduling and calendaring meetings and telephone conferences with clients and opposing counsel, hearings, mediations, and depositions.
- Prepared probate and estate planning documents.
- Prepared general correspondence to clients and opposing counsel.
- Responsible for case management, organization and preparation of client billing using Timeslips.
0-5 years of experience
Prepare pleadings, correspondence, IRS forms, and estate tax returns to administer estates
- Administer conservatorships in Tennessee
- Prepare trust administration documents
- Maintain complex electronic and paper client files
- Prepare asset spreadsheets for estates and trusts
- Monitor case deadlines and hearing dates; maintain attorney calendar
- Client contact from initial consultation through estate closing and trust distribution
- Interact via phone and email with clients, attorneys, insurance companies, realtors, Probate Court officials, and physician offices
10+ years of experience
Generate client billing, pursue collections, enter accounts payable/receivable into TABS III database
- Purchase and maintain all office equipment and office supplies
- Perform conflict checks on all incoming clients and cases
- Organize client case files, index pleadings, discovery and medical records
- Summarize depositions, transcribe witness statements and transcribe from dictation
- Draft pleadings and correspondence, perform legal research and interview clients
0-5 years of experience
Organize and maintain documents in paper and electronic filing system.
- Prepare and process pleadings such as Summons, Subpoenas, Complaints, Appeals, Motions, and Mediation Agreements.
- Mail, fax or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Investigated facts and law of cases and searched sources, such as public records to determine causes of action and to prepare cases.
- Prepare and organize mediation and trial notebooks.
0-5 years of experience
- Day-to-day leadership and management of assigned clients to build strong relationships.
- Work closely with clients, attorneys, brokers, banks and courts.
- Manage and track through completion all aspects of probate.
0-5 years of experience
Prepared a variety of legal documents pertaining to family law matters including divorce, modification, enforcement, establishment of support, adoption, guardianship, estate planning, name changes and Bankruptcy.
- Assist multiple attorneys in scheduling, calendering and preparing for meetings, depositions, hearings, mediation and telephone conferences with clients and opposing counsel.
- Prepared general correspondence to clients and opposing counsel.
- Responsible for case management, organization and preparation of client billing using Timeslips.
0-5 years of experience
- Draft all probate and guardianship administration documents, open cases
- Maintenance of all probate and guardianship files, including updates and closings
- Drafting and filing of all Annual Reports, Accountings, Inventories
- E-Filing all pleadings and notices
- Interaction with courts and clients
6-10 years of experience
Manage and oversee, under attorney supervision, all aspects of the real estate department, including, drafting contracts,
requesting and reviewing title work, prepare closing documents (i.e., deeds, certificates of trust, bill of sale, seller’s affidavit,
FIRPTA Affidavit), as well as other required documents to cure title.
- Request and order estoppels, lien search, notices of termination, and HOA affidavits.
- Communicate with other attorneys, paralegals, and secretaries in connection with said closings.
- Communicate with lenders in connection with loan closings and loan documents.
- Prepare HUD-1 (Closing Statement) and balance sheets.
- Meet with clients to perform closings, disburse and remit documents to the court for recording.
- Request final policies and provide to clients.
- Prepare probate documents for filing with the court and complete estate and trust administrations from date of death to closing out the estate.
- Prepare corporate documents such as filing corporate forms, forming LLCs and Limited Partnerships in Florida, as well as obtain employer identification numbers and file annual reports.
0-5 years of experience
Administered estates and trusts.
- Prepared estate tax returns.
- Corresponded with clients.
- Prepared domestic relations financial reports.
- Created spreadsheets and fiduciary accounts on Super Cal 3.
10+ years of experience
Responsible for administration of guardianships & estates
- Preparation of legal documents for probate & trust litigation
- Managing attorney trust account and business operating account
- Responsible for office bookkeeping (accounts payable/receivable)
- Scheduling court hearings, depositions and client appointments
10+ years of experience
Assist counsel in client management, case management, prepare all legal correspondence, court related pleadings and state and federal estate tax returns
- Analyze and review available public programs, i.e. MassHealth, Medicare, Social Security and Veterans Affairs for case specific relevance
- Strategize with counsel and clients regarding asset protection, conduct client meetings, assemble verifications and prepare applications for benefits, prepare for and attend Fair Hearings, establish and maintain professional relationships with financial and life insurance institutions
- Prepare all legal memoranda to petition the probate court for guardianship and/or conservatorship, organize and conduct client meetings, document management, coordinate with court personnel and court appointed or opposing counsel throughout the process, maintain and update court dates and proceedings
- Provide superior client service in all aspects of estate planning, participate in client meetings, prepare estate plan documents, direct the execution of documents, assist clients with trust funding and implementation
- Supervise and train secretarial staff, legal interns and new paralegals
0-5 years of experience
- Assisting attorney with initial client’s interview, reviewing all initial documents
- Preparing Petitions for Administration (testate, Intestate, or Summary Administration) Oath of Personal Representatives, Petition for Restricted Depositories, Order Appointing Personal Representative, and Letters of Administration
- Assisting attorneys with the drafting of correspondence to clients/creditors/compliance letters (English/Spanish)
- Assisting attorneys with the investigation and liquidation of stocks, money market accounts, equities an cash accounts and preparation of Inventories
- Assisting attorneys with title search for real property(s) owned by the decedent
- Preparing all necessary pleadings to transfer real property to surviving heirs
- Assisting attorneys with the preparation of all closing pleadings, Petition for distribution of assets, Petition for Discharge, final accountings, Receipt of beneficiaries, Waivers of Final accounting and Consents to Petition for Discharge
- Providing maintenance to files in a weekly basis and updating database with status of files, calendaring creditor’s period and creditor’s claims
- Entering attorneys/paralegal billable time into time slips daily
- Preparing Petitions for Attorney’s fees
0-5 years of experience
- Review estates for correct estate planning and filing.
- Enter information for estate filing.
- Work with clients on obtaining the correct information.
0-5 years of experience
Assist with Asbestos cases
- Maintain all trust settlements
- Probate of wills & trusts
- Correspond with clients
- Work with bankruptcy settlements
0-5 years of experience
- Drafting of all pleadings, motions, briefs, e-filing and all legal research
- Meeting with clients, contact with clients during open cases for all purposes
- Ad Litem CPS/Amicus Cases: coordination of all aspects of case, CPS billing
- Maintain all aspects of all cases: filing, discovery, deadlines, exhibits
- Mediation: scheduling and drafting of mediated settlement agreements
- Client billing through TimeSlips
- Maintain all technology in office, coordination with office vendors
- Probate Matters: drafting of wills and basic trusts, handle all aspects of probate cases
0-5 years of experience
- Processed all bankruptcy/probate documents into the company network system
- Spoke with outside attorneys/debtors regarding settlement offers on any probate (deceased) account
- Filed Proof of Claim with the U.S. Bankruptcy Court both by form or electronically
0-5 years of experience
Estate Administration: drafts wills, codicils, powers of attorney, revocable trusts, irrevocable trusts, certificates of trusts, health care directives, transfer on death deeds and warranty deeds. Interacts with clients as needed to obtain necessary information. Manages numerous files, both estate and trusts, independently.
- Probate: prepares all court filings and pleadings for the probate court. Assists attorneys with meetings and conferences with clients, financial planners and accountants. Maintains and reviews trust accounts and guardianships.
- Corporate Records: Drafts and files organizational documents for corporations, partnerships and limited liability companies. Prepares various corporate documents such as annual registration, certificate of assumed name, written actions and various other resolutions and agreements.
- Manage: manage work load of legal administrative assistant.
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Probate Paralegal
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
