Job Description Job Description
The Probate and Trust Administration Paralegal (PTAP) personally and professionally supports the vision and mission of the law firm. The PTAP is responsible for managing firm Probate and Trust Administration matters assigned and ensure they are done in a timely and efficient manner, in accordance with firm processes. The PTAP prepares documents and extends outstanding customer service to clients and obtains support and oversight from firm attorneys when needed or required by legal ethics rules.
The PTAP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The PTAP may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.
This position can be filled by someone with experience or someone with minimal experience. Training will be provided.
Duties and Responsibilities
Oversees petition drafting and correspondence to clients and financial professionals
Creates all probate petitions, decrees and forms required for filing
Prepares petitions, affidavits, inventory assets, and waivers, and Trust Administration documents
and tracks these matters throughout the process
Documents all time related to the completion of all tasks completed on matters
Creates, modifies and maintains all internal forms required to perform tasks
Enters all relevant general information and meeting notes into the firm practice management system
Prepares probate and trust administration accountings for respective clients for approval by the Attorney
Establish expectations for client as to timeline and input and the frequency required
Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms required for clients to sign
Ensuring all client calls/emails and meetings are handled timely to ensure quality customer service
Communicates with attorney as needed regarding all client needs and/or questions
Ensure correspondence is mailed in a timely manner
Actively participates in required firm calls and meetings and provides weekly reporting.
Complete projects or tasks as requested by attorney within the time frame allotted
Attend training events and other events as needed
Adheres to firm established core values
