Job Id: LINPAR-BTB_1678289439 Apply Now

Beacon Hill Legal is looking for a Paralegal in the Indianapolis area for a Trusts and Estates law firm! If qualified and interested please apply today!

Requirements:

• 2 years' experience minimum is required
• Completion of a paralegal program
• Notary Public or willing to become a notary
• Proficient in Microsoft Office - Word, Excel, Outlook
• Possesses extreme attention to detail
• Has excellent communication skills both verbal and written
• Is client-oriented

Duties include but are not limited to:

Probate, Estates, and Trusts-

• Participate in client interview to begin fact gathering process.
• Work with client to complete estate administration questionnaire.
• Locate will, codicils and other documents.
• Correspond with banks, businesses, insurance companies, brokerage firms, employers, accountants, and others to collect asset information.
• Correspond with creditors or debtors to obtain pertinent information.
• Correspond with accountants to obtain financial information on closely held corporations, partnerships, and sole proprietorships, and review and study the information.
• Prepare documents to probate wills and/or commence administrations
• Prepare interim court pleadings such as inventory, petitions for partial distributions, and intermediate reports.

Estate Planning-

• Review current estate plan to ascertain provisions, necessary updating, and any problems; advise attorney of results.
• Prepare estate planning diagram (PowerPoint)
• Analyze clients' assets from information provided by client or attorney.
• Prepare asset summary (Excel spreadsheet)
• Monitor state statutes to ensure conformity of plan and draft necessary changes to meet requirements erected by aspects of particular plan.
• Preparation of Documents (e.g. wills, trust agreements, health care documents, and powers of attorney, assignments).

Corporate-

• Incorporation and Formation of Entity (corporations, limited liability companies, and limited partnerships)
• Draft organizational documents.
• Order minute book, stock book, and seal.
• Monitor and report changes in filing, reporting, and franchise tax laws or regulations.
• Prepare and file annual reports.

Apply Now