Paralegal

Posted on May 18, 2019 by Thompson Hine LLP

Cleveland, OH 44101
Legal
Immediate Start
Annual Salary
Full-Time

We are currently seeking candidates for a Paralegal position within our downtown Cleveland office. This position will support members of the Personal & Succession Planning practice group.

Position responsibilities include but are not limited to the following:

Estate Administration

  • Prepare initial probate papers.
  • Value assets, either manually or by use of computer programs, including required research.
  • Prepare probate inventories and accountings, and other court required filings.
  • Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
  • Contact court and other agencies in order to process filings, record deeds and other conveyances, and when required, to personally file estate documents.
  • Arrange distributions to or on behalf of beneficiaries.
  • Draft deeds and other transfer documents to fund revocable trusts.
  • Research state and county records to obtain information on business entities and heirs.
  • Meet with Probate Court Magistrates as needed.

Trust Administration - Inter Vivos Trusts

  • Review Brokerage Statements.
  • Arrange distributions to or on behalf of beneficiaries.
  • Prepare reports to beneficiaries.

Tax Compliance

  • Prepare federal estate tax returns and Form 8971.
  • Prepare federal gift tax returns.
  • Prepare federal and state fiduciary income tax returns for estates and trusts.
  • Preparation of federal, state and local individual income tax returns.

Qualified candidates will have a four year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred. Must have familiarity with the Ohio Probate Law and Microsoft Office programs. Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, Brentmark Charitable Financial Partner, GEMS (Gillette Estate Management System) 706-OH, Forms 990 PF and 5227. Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary. Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.

Reference: 707946157

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