Probate Paralegal job description
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What does a Probate Paralegal do?
The Probate Paralegal provides essential support in administering estate processes, assisting attorneys with tasks such as preparing legal documents and managing client communications. This role is crucial in ensuring the seamless and efficient handling of probate cases.
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What are the Key Responsibilities of Probate Paralegal
- Assist attorneys in the preparation and filing of probate petitions and other necessary court documents.
- Manage probate case files and ensure compliance with deadlines.
- Conduct research to support legal proceedings and strategies.
- Coordinate communication with clients, beneficiaries, and court officials.
- Prepare estate inventories and accountings under attorney supervision.
- Gather and organize relevant estate documentation and records.
- Monitor ongoing developments in probate law and related procedures.
- Draft and proofread legal documents related to estate administration.
- Assist in the transfer of assets and closing of estate accounts.
What are the Skills and Requirements for a Probate Paralegal?
- Strong knowledge of probate law and legal procedures.
- Excellent organizational skills and attention to detail.
- Proficiency in legal research and familiarity with legal databases.
- Strong written and verbal communication skills.
- Ability to handle sensitive and confidential information.
What are the KPIs to track for Probate Paralegal?
The performance of a Probate Paralegal is gauged by accuracy in document preparation, efficiency in meeting case deadlines, and the ability to maintain organized case files that ensure smooth estate administration processes.
Document Accuracy
Ensure precision in all legal documentation.
Deadline Management
Timely completion of case-related tasks.
Client Satisfaction
Maintain positive client interactions and feedback.
Reports to
Probate Attorney
Collaborates with
Legal Assistants, Estate Planning Experts
Leads
N/A
Are any specific tools or software required for the Probate Paralegal role?
- Clio
- LexisNexis
- Westlaw
- Microsoft Office Suite
What is the qualification of Probate Paralegal?
Associate's or Bachelor's degree in Paralegal Studies or similar field; minimum of 2-4 years of experience working in probate or estate administration environments.
