CunninghamLegal

Paralegal

• Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate and attorney support
• Handle client meetings/telephone inquiries
• Prepare all documentation to support clients and trustees in administering trusts and estates
• Review and update master documents as needed
• Research legal issues
• Use software to update client information on the database and conflict check
• Draft estate planning documents using WealthCounsel
• Prepare wills, powers of attorney, and related documents
• Prepare deeds and related documents for the transfer of assets/entities
• Research real property to confirm title
• Respond to client inquiries about drafts and other EP or TA matters
• Manage trust administration, probate, and non-probate transfer matters from initial engagement to completion
• Prepare and serve required government notices and forms
• Maintain electronic files and records
• Assist Attorney with Trust Petitions
• Completion of Funding for client matters
• Communicate with outside professionals and agencies
• Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney’s approval.

Estate Planning/Trust Administration, Business and Real Estate Paralegal