Probate and estate planning

FL - Vero Beach

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We are looking for a Probate and estate planning paralegal in Vero Beach, FL 32963

Job Description

Paralegals can step in both before and after a passing to help make the probate process go as smoothly as possible. Paralegals in estate planning and probate law research the law and local court rules to better guide the attorney when making estate decisions. Depending on the jurisdiction, paralegals are also often allowed to meet with magistrates and other officials and present routine filings and accountings.

To help attorneys prepare wills, paralegals may:

  • Secure documents related to the client's estate
  • Assist in valuing the assets in the estate
  • Drafting estate documents for the attorney's review (wills, powers of attorney, healthcare directives, and living wills)
  • Prepare documents and assist with creating and transferring assets into trusts to ease the probate process

During probate proceedings, paralegals assist attorneys by:

  • Preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices)
  • Filing life insurance claims and other death benefits
  • Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings
  • Administering estate accounts and assisting with the liquidation and transfer of property
  • Preparing and filing the decedent's final income and tax returns
  • Participating in the administration of guardianships and trusts
  • Assisting with name changes and adoption proceedings

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