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    Paralegal - Estate Planning/Trusts - Dallas, United States - Career Resource Services

    Career Resource Services
    Career Resource Services Dallas, United States

    Found in: Appcast US C2 - 6 days ago

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    Description

    Responsibilities:

    • Maintaining a Will File with copies of documents and information pertaining to prospective estates
    • Gathering original documents and other information necessary to allow the probate attorney to prepare probate applications and other items needed in the probate proceeding and administration process
    • Appling for tax identification numbers for estates and coordinating tax filings for estates and decedents
    • Assisting probate attorney in the preparation of an inventory, appraisement and list of claims for each estate
    • Collecting and securing assets of each estate and ensuring payment of debts and obligations of the estates
    • Inspecting decedents' residences to secure personal property and other assets and conduct or arrange estate sales as needed
    • Coordinating distribution of assets (including in-kind transfers or following liquidation) as directed in estate planning documents
    • Assisting General Counsel and Associate General Counsels with research, document preparation and review as needed
    • Preparing reports, memos and/or emails to effectively communicate research findings and the status of ongoing projects

    Qualifications:

    • Minimum of an associate degree preferred
    • Paralegal certificate
    • Minimum 3 years of related experience in estate administration or related areas of work
    • Strong communication skills (written and verbal)
    • Strong analytical and evaluation skills
    • Ability to multitask
    • Ability to work independently with minimum supervision
    • Ability to work collaboratively with diverse stakeholders
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