Paralegal

Responsibilities

• Drafting of probate or administration proceeding papers, collection and valuation of assets, maintaining estate asset lists with date of death values, payment of debts, and bequests
• Corresponding with clients - heavy client contact, both verbal and written
• Monitoring of deadlines of key dates and events for each matter assigned
• Maintaining estate administration files and a complete set of correspondence, memos, and administrative documents using practice management software
• Aiding in the preparation of any documentation necessary for transferring assets

Qualifications

• To have mastered the day-to-day tasks that this role requires, including drafting and researching
• To have the JUDGMENT to make smart decisions about how to move a case through the system
• To already have the technical skills to do so without an attorney having to rewrite your entire work product

About Trust Counsel PL

Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.

We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

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