Intellectual Property Jobs in Belleview, VA
The Peninsula Center for Estate and Lifelong Planning
Williamsburg, VA
This person will assist with the preparation and filing of inventories and accountings; draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters; assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney; maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed; monitor suspense dates; respond to general client inquiries regarding non-legal matters; serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned. Until such time as the Trust and Estate Administration Paralegal position becomes full-time, the paralegal in this position will work with the Firm’s estate planning paralegals on drafting estate planning and other documents and help with general office administration.
The Peninsula Center for Estate and Lifelong Planning
Williamsburg, VA
The Drafting Paralegal prepares any and all documents pertaining to estate planning for clients from instructions given by attorney; responds to general client inquiries regarding non-legal matters; assists clients with trust funding issues; drafts funding transfer documents as necessary under supervision of attorney; monitors suspense dates; serves as liaison between client and attorney as necessary; and maintains assigned client files and suspense dates. Education: Paralegal training in the drafting of Wills, Trusts, and other types of Estate Planning Documents; or.