Paralegal - Legal Assistant

1. Estate Planning

a. Sending Questionnaires

b. Following up on sent questionnaires for receipt

c. Ensuring Engagement Letters are signed and filed

d. Scheduling/Confirming appointments

e. Printing documents

g. Managing mailing return documents/cover letter

h. Backing up executed documents to Practice Panther

2. Probate

a. Administration

i. Copying and sending packets for filing

ii. Setting Calendar Tasks

Info to Heirs; Notice to Creditors Due; Inventory & Appraisement Due; Accounting Due; Claims Period Ends; Closing documents due

iii. Assist with copying and mailing Info to Heirs

iv. Sending notice to Creditors to publisher

v. Sending hourly billing client invoices monthly

b. Orders to Sell

i. Assisting with file preparation

Obtain current Deed & Mortgage Info; Assisting with Fair Market Value Affidavit & CMA

ii. Service of Heirs & Interested Parties

c. Deed of Distribution Requests

i. Requesting Estates from Abstractor

ii. Obtain current Deed info

3. Quiet Title Actions

a. Tracking signed Engagement Letters

b. Assist with drafting Pleadings from forms

c. Defendant Research

d. Assist with service

i. Sending Certified Mail & Tracking

ii. Contacting Process Servers

iii. Tracking Affidavits of Service

e. Assist with preparation for hearing

i. Drafting proposed Orders & testimony

ii. Copying/uploading Exhibits

iii. Contacting Court Reporters

f. Service of Orders

4. Office/General

a. Receiving phone calls

b. Following up on billed invoices

c. Assisting with uploading closed files to PracticePanther