Probate Paralegal
Helsell Fetterman seeks a detail-oriented and proactive real estate paralegal to support our Real Estate and Land Use Practice Group on both transaction and litigation matters. The ideal candidate will have a solid understanding of real estate law, excellent organizational skills, and the ability to manage multiple matters and transactions simultaneously. Helsell Fetterman seeks a paralegal with at least six years' experience to support high net worth probate matters in the firm's Estate Planning and Probate practice group. An ideal candidate will be a self-starter who looks to take a strategic and leadership role in the matters they support.
Tasks • Compose, prepare, and answer correspondence with clients and case-related experts • Review and analyze will and trust provisions • Draft petitions to open probate and supporting documents • Prepare and maintain a calendar system • Notify heirs, devisees and creditors of probate proceeding • Publish Notice to Creditors • Review decedent's records • Assist personal representative and/or client in collecting other death benefits such as insurance and social security benefits • Determine title of assets • Obtain federal tax I.D. number • Evaluate assets • Draft Inventory • Maintain financial records of estate • Prepare and file estate taxes • Calculate and diary dates for required filings and notifications • Draft a variety of legal documents: • Correspondence • Complaints/Petitions • Contracts • Orders • Affidavits • Releases
Abilities • Able to be discreet and consistently maintain confidentiality • Able to handle multiple and diverse projects • Ability to exercise initiative, diplomacy, and sound judgment • Listens and requests clarification; responds well to questions • Writes clearly and informatively: edits work for spelling and grammar; varies writing style to meet needs; able to read and interpret written information • Balances group and individual responsibilities • Accepts responsibility for own actions; follows through on commitments • Demonstrates accuracy, attention to detail and thoroughness; looks for ways to improve and promote quality • Works independently and within a team on special and non-recurring projects • Is consistently at work and on time • Deal with clients going through a personal event
Skills Word, Excel, Power Point; excellent spelling and grammar; good phone skills; organized; sets priorities; meets deadlines; able to multi-task
Physical Requirements Must be able to: • Communicate with co-workers and clients by telephone and e-mail • Use a keyboard several hours per day • Prepare and organize large amounts of documents • Deliver and return documents • Perform duties in a timely manner • Work overtime when needed, sometimes with little notice • Attend Court
Health Insurance Paid time off Dental insurance 401(k) Vision insurance Life insurance 401(k) matching Retirement plan Employee discount Flexible spending account Parental leave Employee assistance program
Salary: $43.25 - $57.75 per hour based on experience
Principals only. Please submit a resume and cover letter to Mary Farmar, Human Resources Manager, at mfarmar@helsell.com.