Paralegal/Administration

is currently recruiting a Probate Paralegal who is looking to join an established team of respected attorneys in our Dayton, Ohio location.
The Probate Paralegal will support attorneys in all phases of trust, estate, and probate administration, including case management, court filings, client communication, asset collection and transfer, and preparation of related legal documents. Coolidge Wall has a large secretarial support staff to assist in making our attorneys and paralegals highly productive.
Paralegal certificate or associates degree with 5+ years experience in probate, estate administration, and trust administration
Experience preparing federal estate and gift tax returns
Strong knowledge of probate procedures, court filings, deadlines, and legal documentation
High proficiency in the use of Microsoft Office software, specifically Excel, probate and trust administration software, and tax preparation software
Familiarity with probate case management systems and document management platforms (i.e. Prepare, file, and coordinate services of probate pleadings, applications, notices, inventories, accountings, and final distribution documents
Prepare error-free and court-ready probate documents with a high level of accuracy
Communicate with clients, beneficiaries, courts, financial institutions, title companies, government agencies, CPAs, and other third parties regarding estate matters
Assist with identifying, collecting, valuing, transferring, and distributing estate and trust assets
Assess and manage creditors claims, payment coordination, and preparation of related documentation
Prepare federal estate tax returns
Monitor and manage case progress and checklists, deadlines, and track required follow-up to ensure timely completion and fulfillment of deadline requirements
Prepares and records deeds and other real property transfer documents
Ensures compliance with probate court procedures, local rules, and filing requirements

Our employees enjoy a team-focused environment with bonus pay based on work performance. as we enjoy and value long-term relationships with our clients, employees, and community.

Compensation will commensurate with experience and include a bonus structure based on productivity. Benefits include medical, dental, vision, 401(k) plan with matching, Profit-Sharing, STD, LTD, paid Parental Leave, Life Insurance, HSA, FSA, Dependent Care FSA, Mental Health programs, and employee referral bonus program.