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Paralegal – Bainbridge Office

GENERAL STATEMENT OF DUTIES:

  • Communicates effectively with clients, potential clients, attorneys, office personnel, court personnel, financial institutions, insurance companies, accountants, government agencies, etc.
  • Reviews Wills, Trust Agreements, financial statements and data, tax returns.
  • Prepares court forms for estate and trust administration, guardianships, etc.
  • Prepares correspondence, accountings, estate and fiduciary income tax returns, asset transfer documents.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Reviews estate planning documents, i.e. Wills, Trusts, etc., to effectively determine the course of action required to administer estates and trusts.
  • Communicates effectively with court personnel, financial institutions, insurance companies, accountants, debt collectors and government agencies to ensure that all matters of decedent’s estate are addressed.
  • Prepares estate and fiduciary income tax returns.
  • Prepares and supervises Medicaid applications for clients applying for nursing home and community Medicaid coverage.
  • Prepares documents for Guardianship proceedings to include guardianship appointments and termination, prepares and files Guardianship Annual Reports as required to be filed with the Court.

QUALIFICATIONS, KNOWLEDGE, and SKILLS:

  • Knowledge of legal principles and practices.
  • Ability to read and comply with court rules.
  • Organize, prioritize and complete numerous tasks under strict time constraints.
  • Ability to concentrate and pay close attention to detail.
  • Must possess a strong mathematical background to perform complex computations and have knowledge of detailed accounting principles.
  • Must possess excellent verbal and writing skills.
  • Ability to learn and utilize a variety of software programs (i.e. Prolaw, Microsoft Office; ProSystems FX Tax, Hot Docs, T-Dec, Excel)
  • Ability to work independently on files from commencement to conclusion.
  • General knowledge of estate planning, trusts and estates law procedures.
  • Must be resourceful to obtain pertinent information.
  • Ability to work in a multi-state court environment.

EDUCATION and/or EXPERIENCE:

  • High School degree required; AAS degree preferred.
  • Minimum of five years’ experience in practice.

CERTIFICATES, LICENCES, REGISTRATIONS:

  • Paralegal certification preferred
  • Notary Public license preferred

 

Please express interest with cover letter and resume to:

Kip Burlew, Human Resources Director

Coughlin & Gerhart, LLP

PO Box 2039

Binghamton, NY 13902-2039

Email Address: [email protected]

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