A Probate Paralegal is an attorney who works in a law firm, probate court, or non-profit organization and handles several responsibilities and duties. A well-drafted Probate Paralegal Resume mentions the following core duties and responsibilities – solving and handling work relating to estate planning, business planning, and guardianship; providing professional help in adoption and custody cases; collecting and gathering information relating to the case, interviewing bank personnel concerning assets, conducting estate inventories; assisting clients in completing life insurance forms, and bank requests; and drafting financial reports and business plans.
Those seeking to work at this capacity should be able to mention on the resume the following skills and abilities – strong writing skills, in-depth knowledge of estate planning, and estate law; a deep understanding of management, probate cases, and claims; sound knowledge of property transactions, legal terminologies, and case precedents; and the ability to conduct legal research. One must have a degree in the legal-or law-related field to work in this position.
Objective : Seeks to provide top quality, conscientious, paralegal services while expanding the scope of employment and ultimately enhancing legal career.
Skills : Administrative Assisting; Banking; Legal Terminology; Public Administration Work; Typing; Microsoft EXCEL; Microsoft Word; Internet Knowledgeable; Microsoft Outlook; QuickBooks; Customer Service; Bookkeeping/Accounting.
Description :
Prepared legal agreements between Law firms and clients.
Read and interpret Wills, Trusts and other estate planning documents with the ability to summarize existing plans.
Met directly with clients to educate them on the various estate planning documents and issues.
Researched various estate planning topics and issues to assist in answering various internal/external questions.
Assisted in designing and implementing client estate planning documents.
Supported requests and questions from teammates and clients.
Processed 3-5 estate planning case briefs per day.
Experience
2-5 Years
Level
Junior
Education
Associate In Science In Paralegal
Probate Paralegal Resume
Objective : Seeking a Probate Paralegal profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Planning Skills, Developing Skills.
Description :
Experienced in preparing quitclaim deeds and assignments.
Taught and evaluated students.
Developed course materials including practical assignments.
Linked content to practical assignments.
Used technology that is appropriate to specific areas of the law.
Discussed ethics as appropriate to specific areas of the law.
Engaged in the work of attorneys by demonstrating knowledge and status of current cases and projects, utilizing available resources.
Experience
2-5 Years
Level
Junior
Education
Associate In Science In Paralegal
Probate Paralegal Resume
Objective : As a Probate Paralegal, responsible for Assisting attorneys with the administration of decedent’s trusts and estates: calendar deadlines, gathering asset information from clients, preparing notices and other legal documents, etc.
Skills : Administrative Assisting; Banking; Legal Terminology; Public Administration Work; Typing; Microsoft Word; Internet Knowledgeable; Microsoft Outlook; QuickBooks; Customer Service; Bookkeeping/Accounting.
Description :
Issued checks for approved cost on probate and trust files.
Drafted simple wills, powers of attorney, advance health care directives, HIPAA releases, certifications of trust, etc.
Assisted with estate plan signings.
Prepared and filed probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc.
Prepared deeds and supporting documents to transfer title to real property to trusts or LLCs.
Assisted attorneys with the preparation of federal estate tax returns and related filings.
Monitored, prioritized, organized, and facilitated daily workflow in order to meet project deadlines.
Experience
2-5 Years
Level
Junior
Education
Associate In Science In Paralegal
Probate Paralegal Resume
Objective : Responsible for Interacting with, and showing compassion to, clients who have suffered the loss of a loved one or are under a great deal of stress.
Skills : Customer Service, Typing 90 Wpm.
Description :
Prepared pleadings; file documents with the court; work with various insurance companies, banks, etc.
Reviewed various contracts for life insurance, business contracts, and real estate contracts in connection with the dissolution of business and the sale of assets.
Developed investment strategies for multi-million dollar estates.
Prepared and maintained accountings of all assets and investments.
Reconciled multiple bank accounts monthly.
Assisted the attorney with distributions; met with clients to review documents, etc.
Provided summary presentations to the supervising attorney and produce written memoranda.
Experience
2-5 Years
Level
Junior
Education
Associate In Applied Science
Probate Paralegal Resume
Objective : Seeks to obtain a position as a paralegal or legal assistant, allowing to utilize over 20 years of experience in the fields of probate, criminal, civil litigation, personal injury, and medical defense.
Prepared motions, affidavits, and orders for civil litigants for toxic tort claims to ensure.
Maintained excellent working relationships with judges and court personnel to aid the legal process for both firm and clients.
Improved office continuity and productivity by developing procedures for entering and tracking settlement releases in the proprietary database to aid in the quicker disposition of settlement funds.
Tracked settlement funds due from defendants based on settlement release information in the database.
Prepared large volumes of settlement release to ensure prompt payment of settlements.
Built trusted relationships with clients and answered questions regarding litigation and the necessity to probate due to litigation to individuals unfamiliar with the legal process.
Obtained Surrogate Court approval to distribute settlement funds in cases of varied jurisdiction.
Experience
2-5 Years
Level
Junior
Education
B.A. In Political Science
Probate Paralegal Resume
Summary : Seeks to utilize the versatile clerical and bookkeeping skills and ability to interact positively with co-workers and clients that have acquired from more than forty years of various office experience. Have the energy and initiative to motivate, and achieve future advancements as they present themselves.
Skills : Wordperfect, Clerical Skills.
Description :
Prepared all probate documents.
Performed account verifications for inventories of estates.
Transferred assets to beneficiaries for multiple attorneys.
Proficient completion of deposition summaries and organized pleadings.
Limited assistance to attorneys with trial preparation.
Managed multiple confidential projects requiring excellent customer service, attention to detail, and deadline-driven execution skills.
Prepared federal and state estate tax returns, probate court documents, and correspondence with clients, financial institutions, and the court system.
Experience
10+ Years
Level
Senior
Education
Legal Secretary In Basic Office Skills
Probate Paralegal Resume
Headline : Accomplished and energetic professional seeking employmentwith a results-oriented company that seeks an ambitious and career-consciousperson, where acquired skills will be utilized toward growth and advancement.
Skills : Word, Excel, Legal.
Description :
Assisted with strategies around the needs and goals of each individual client, including asset protection, trusts, probate.
Witnessed over 2500 estate planning documents.
Familiarity with Surrogates Courts' databases and HOT DOCS form generating software.
Proficient in e-filing Motions and Petitions with State Superior Courts, calendaring, and management of electronic and hard copies of client files.
Communicated with state courts and outside counsel under the supervision of staff attorneys.
Assisted attorney with initial client's interview, reviewing all initial documents.
Prepared Petitions for Administration.
Experience
5-7 Years
Level
Executive
Education
BA In Political Science
Probate Paralegal Resume
Headline : To obtain a Probate Paralegal position and to contribute to the success of the company. Extensive experience of management, document drafting and processing of probate cases and claims.
Skills : Organization, Inventory Management, Coordinating, Planning, Managing, Strong Leadership, Team Player.
Description :
Reviewed estates for correct estate planning and filing.
Entered information for estate filing.
Maintained financial records for irrevocable life insurance trust accounts.
Specialized in probate area of law (estate and trust administration).
Prepared annual minutes for corporate clients; draft and record court documents.
Day-to-day leadership and management of assigned clients to build strong relationships.
Worked closely with clients, attorneys, brokers, banks, and courts.
Experience
5-7 Years
Level
Executive
Education
Legal secretary in Basic office skills
Probate Paralegal Resume
Headline : Probate Paralegal is responsible for handling the legal documents and proceedings of a deceased person’s estate. This may include preparing wills, trusts, and other documents.
Assisted attorneys are various projects as needed.
Prepared hearing document packets for the attorney team.
Open, maintained, and closed probate/estate planning files.
E-file probate documents to the clerk of courts.
Opened, maintained, and closed probate and trust files.
E-file pleading documents to the clerk of courts.
Organized and prioritized clients and court request and deadlines.
Experience
5-7 Years
Level
Executive
Education
Legal secretary in Basic office skills
Probate Paralegal Resume
Headline : Probate Paralegal is responsible for the day to day administration of probate cases, including issuing death certificates, maintaining case records, and handling all necessary paperwork.
Skills : Conflict Resolution, Fast/Adaptive Learning, CriticalThinking & Problem Solving.
Description :
Requested checks for approved cost on probate and trust files.
Reconciled and balanced general ledger for each client trust account.
Prepared Probate documents under the supervision of legal counsel.
Prepared Trust Administration documents under the supervision of legal counsel.
Prepared Guardianship documents under the supervision of legal counsel.
Drafted letters from the dictation of legal counsel.
Set up, maintained, and ensured that files are kept current including classifying, arranging files, filing, and storing information.
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