Paralegal -- Estate Planning and Estate Administration - Shin Law Group LLC (Manalapan)

Updated: 2 months ago
Location: Lincroft, NEW JERSEY


Position Summary

Starting Salary $20 – $25/ hour based on experience.
Looking for Full Time paralegal/administrative assistant.
We will teach you how to be a estate planning and estate administration paralegal.


Looking for computer savvy, self starter to work in Manalapan NJ office. Estate Planning, Estate Administration and Financial Planning experience helpful but not necessary.


 



Qualifications

1. Excellent computer skills: Outlook, Gmail, Google calendar, Microsoft Word, Excel and Adobe Acrobat.
2. Preparation and filing of Deeds.
3. Eye for Detail and excellent proofreader to review revocable and irrevocable trusts.
4. Draft applications for Estate Administration and Probate matters.
5. Draft Beneficiary Designations using Microsoft Word and financial institution pdf forms.
6. Draft Revocable and Irrevocable Trusts using Wealthcounsel.
7. Willing to learn how to “fund” revocable and irrevocable trusts.
8. Close files after signing estate plan: organizing file; scanning; filing original will with Surrogate.
9. Willing to learn Salesforce, wealthcounsel, decisionvault, bretmark, emoney software.
10. Assist in sending follow-up emails to clients and prospects regarding invoices, retainers and scheduling signing and funding meetings.



Additional Information

Job Location: Manalapan NJ
Salary Range: $20-$25 per hour
Benefits: None
How To Apply: Send resume to Shin Law Group LLC [email protected]


PK 2/2/2024



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