Probate Paralegal Resume Examples

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Probate Paralegals provide legal support to attorneys in probate courts or law firms. Well-written resume samples for Probate Paralegals highlight duties such as collecting information, assisting clients with document completion, preparing legal documents, drafting business plans, and recording important dates in a calendar. Based on our selection of example resumes, these professionals should demonstrate law knowledge, organization, communication and interpersonal abilities, legal documents writing skills, accuracy, and time management. At least an Associate’s Degree and paralegal certification are required by most employers.

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1

Probate Paralegal

Responsible for preparing and filing all required Probate Court documents for Franklin County and surrounding counties.

  • Communicated with clients to ensure all estate deadlines were met on a timely basis.
  • Prepared IRS Form 706 for Federal Estate Tax Returns, Form 709 for Federal Gift Tax Returns, and the State of Ohio Estate Tax Return.
  • Prepared IRS Form 1041 for select clients.
  • Used valuation software to accurately account for estate assets.
  • Prepared Estate Accountings for Probate Court.
  • Other Estate Administration duties, as required.
Candidate Info
13
years in
workforce
3
years
at this job
BS
Business Administration
MA
Master of Arts
2

Senior Probate Paralegal

  • Supervised Probate Paralegals.
  • Prepared and filed probate court documents for guardianship/conservatorship estates and decedent's estates.
  • Assisted court appointed conservators and personal representatives with the administration of the estates.
  • Prepared estate plan documents, pleadings, discovery documents, motions, memorandum, affidavits, subpoenas, correspondence and coordinated service and delivery of the documents as required by law.
  • Organized and managed all probate and conservatorship estate files and litigation files.
  • Conducted research to locate family members and interested parties regarding probate, guardian and conservator matters.
Candidate Info
6
years in
workforce
2
years
at this job
C
Paralegal Studies (aba Accredited)
BA
History / Political Science
3

Probate Paralegal

  • Provided legal support to partners and associates in probate and real estate departments
  • Prepared fiduciary income and estate tax returns
  • Conducted legal research for various estate, trust and tax matters
  • Coordinated client meetings and estate tax audits with Internal Revenue Service
  • Assisted with negotiations and drafted miscellaneous corporate agreements along with real estate contracts for various pre and post-mortem transactions
  • Assisted counsel with client billings
  • Prepared accountings, reconciled various banking and brokerage accounts and managed all financial transactions within estates and trusts
Candidate Info
6
years in
workforce
1
year
at this job
AS
Paralegal Studies
BA
Political Science
4

Litigation and Probate Paralegal

Maintained and developed multiple claimant databases; Administrator for the LexisNexis File & Serve electronic court system; claimant, counsel and Court communications; legal research and case development; prepared and processed Complaints and Pleadings; CMO compliance; created reports for settlement purposes; and file maintenance.

  • Established procedures for database management; claim processing and resolution; claimant communications
  • Designed and implemented multiple claimant databases; liaison for local Court's electronic filing system development; and administrator for electronic filing system maintenance.
  • Prepared all required litigation and probate forms in compliance with state and local rules.
Candidate Info
13
years in
workforce
12
years
at this job
C
Paralegal
BA
Language And International Trade
Teaching License
5

Office Manager/ Estate Planning/ Probate Paralegal

Served as the gatekeeper and primary point of contact between attorney, clients, and vendors.

  • Managed the day to day operations of the office including general facilities maintenance and administration, vendor relations and professional services contract negotiations, such as securing payroll services with PayChex and procuring IT support services.
  • Consistently met strict court deadlines and managed probate, conservatorship and guardianship procedures of client's cases from inception to conclusion.
  • Established policies and operating procedures.
  • Maintained bookkeeping via QuickBooks, timekeeping, calendar/appointments & travel arrangements
  • Notarized documents, reconstructed legal documents (i.e. complaints, interrogatories, answers, petitions, motions and orders, revocable living trusts and various judicial council forms).
  • Governed preliminary client In-take meetings, as well as home, hospital and hospice care meetings.
  • Conducted legal research, reviewed court rules and procedures, collected data and belongings from clients and involved parties.
  • Organized light marketing and maintained the company website.
  • Supervised process of service, e-filing, and traditional in-person court filings.
Candidate Info
1
year in
workforce
1
year
at this job
AA
Paralegal Studies
BA
Government / Political Science
6

Probate Paralegal and Assistant to Partner

  • Probate Paralegal and Assistant to Partner of largest law firm on Cape Cod.
  • Corresponded with clients, investment advisors, and outside counsel.
  • Answered telephones and scheduled client appointments.
  • Coordinated scheduling of continuing education seminars for attorneys.
  • Drafted and edited estate planning documents, including Wills, Trusts, Durable Powers of
  • Assisted at document signings.
  • Prepared and monitored client billing.
Candidate Info
32
years in
workforce
3
years
at this job
C
Paralegal
BA
French
Elementary Education With Cross-cultural Language Acquisition & Development Emphasis
7

Probate Paralegal

Maintain full accountability for supporting attorney in all facets of day-to-day activities for loan closings; from opening files, ordering title, reviewing title work, preparing loan documents for closing, to issuing final title policies. Use of SoftPro software. Requesting payoffs. Clearing title issues and drafting property description from a survey for deeds and mortgages. Proficiently handled all aspects of the administration of Probate files and preparation of Wills, including accurately reconciling trust accounts with upwards of $1M. Contact: Greg Hendricks (843) 317-4900.

  • Appointed to serve as Administrator for the Medical Reimbursement Account.
  • Tracked the calendaring of appearance and inputted attorney time and expenses, further illustrating exceptional resource allocation and organizational skills.
  • Use of ProTrust for monthly reconciliation.
Candidate Info
16
years in
workforce
8
years
at this job
C
Paralegal
AS
Business
8

Probate Paralegal

Paralegal/Legal Secretary in the disciplines of Trust and Estates, Estate Planning, Guardianships, Real Estate and Litigation.

  • Responsible for reviewing Wills & Trusts. Preparing all the necessary pleadings to open the Estate/Trust Administration.
  • Oversaw the calculation of critical dates for filing the necessary pleadings with the courts and IRS.
  • Established a checklist for each Estate's upcoming events.
  • Direct Client interface for retitling assets of various entities and follow-up with client on all process procedures.
  • Coordinator for the Attorneys and Judicial assistants with regard to scheduling of hearings, depositions and conference calls.
  • In- Charge of drafting letters to the court and the opposing counsel for upcoming filings.
  • Reviewed the attorney's accountable time per client and entered the data for accounts receivable.
Candidate Info
19
years in
workforce
4
years
at this job
C
Paralegal
Legal Technology
Small Business Administration
9

Legal Secretary/probate Paralegal

Took precise notation and communication of phone messages.

  • Prepared court appointed billing and billing of client accounts.
  • Worked with various courts to ensure clients obtain excellent guidance and service.
  • Maintained attorney client privilege and confidentiality.
  • Prepared forms for all division of law including criminal, traffic, juvenile and probate.
Candidate Info
10
years in
workforce
8
years
at this job
BS
Paralegal Studies
10

Trust/probate Paralegal

  • Trust Administration - Contributed at all levels - analyzed estate planning documents, drafted 1st meeting documents, prepared client correspondence, marshaled/valued assets, coordinated with banks/brokerage firms to facilitate transfers and/or name changes, allocated/funded sub-trusts, prepared transfer documents, and concluded trust administrations.
  • Probate - Contributed at all levels - commenced probates, gathered facts, completed California Judicial Council Forms, managed creditor's claims, drafted other pleadings and orders, and facilitated distributions to heirs.
  • Accountings/Tax Returns - Analyzed and prepared Court and trust accountings, prepared tax returns (Form 706-Federal Estate Tax Return, 1041/541 Fiduciary Tax Returns, and Form 709-Federal Gift Tax Return).
  • Other Responsibilities - Provided support for three attorneys and four CPAs, managed 40+ irrevocable "life insurance" trusts, prepared beneficiary designations, managed 10 investment accounts, administered will signings and other related estate planning documents, supervised/trained receptionists and other administrative employees, implemented and managed electronic file storage/and creation of templates, supervised scanning projects, and notary.
Candidate Info
10
years in
workforce
5
years
at this job
C
Legal
BA
Psychology

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