Job Description
Document Preparation and Signing
· Enter intake information into client vault/Legacy Drafting accurately. Preferably at the Planning Session but otherwise shortly thereafter.
· Give file folder to attorney for Plan Design and Funding Request.
· Prepare funding and fiduciary letters.
· Prepare Disposition of Remains, ...
· Notify attorney when there is a Slack message.
· When documents are ready, divide them into separate documents and save to the client file on the computer.
· For complex trusts or wills, deliver file to attorney for sending documents out for review.
· For all other estate planning matters, the paralegal will email the documents to the clients, using the email message template.
· Confirm review appointment in emails regarding the draft documents.
· Assist in the signing.
Funding
· Enter all financial information into the Intake section of Legacy Drafting. Ask clients to review the information and send them a link. If they aren’t comfortable with that process, print out the Intake Information and send to them.
· Research funding program in Legacy Drafting to discuss with the attorney.
· Otherwise, prepare a Spreadsheet of assets and liabilities.
· Prepare all of the funding letters – to be signed at the Signing Meeting. Mail the originals and make copies for the client and file. Instruct clients to take the letter to the local office with whom they have a relationship.
· If clients hire us to handle the funding, contact the financial institutions as needed.
· The final step of the process is to add Schedules to the Trust Agreement.
Probates
· Prepare packet (with contact form and engagement letter) for attorney.
· Draft initial probate documents as directed.
· Send probate documents to clients for review and obtain their signature.
· After signing, file the documents through e-file. Obtain Letters Testamentary. Pay the fees required. Mail as required.
· Discuss action needed with attorney and client.
· Creditor’s Claim Process – yes or no?
· Prepare the final probate pleadings when complete. Get signature and file.
· Write closing letter.
Preferred
Work Schedule and Environment
Compensation and Benefits
Equal Opportunity Life Seasons Estate Planning is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate based on protected characteristics. Reasonable accommodation is available upon request.
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