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Company: Emerson Group
Location: Cherry Hill
Posted on: November 24, 2022

Job Description:

We are searching for a Paralegal -for our client's Elder Care law firm. - If you are - assertive, confident, and experienced professional to provide paralegal support to managing partner in its Cherry Hill Office please continue to read the Job Description below...

Duties and Responsibilities

  • Notes and Correspondence: Finalize dictated letters and case notes - sending those notes to appropriate departments/personnel based on content. Glean tasks from notes to handle oneself.
  • Deeds: Prepare deeds and supporting documentation for NJ and PA. Execute and record same. Return recorded deeds to clients once received. Track and follow up regarding progress of same.
  • Trusts: Prepare, print, execute and obtain IRS EIN # for Trusts. Assist with the funding of client trusts including asset transfers and liquidation of existing accounts.
  • Life Insurance and Annuities: Complete and submit surrender, ownership, and/or beneficiaries forms. Confirm changes made appropriately.
  • Annuity Purchase: Obtain quotes. Complete annuity application. Review and discuss annuity application with client. Obtain annuity checks/fees. Submit annuity application and/or POA paperwork to annuity company. Scan and link contract to Time Matters - send same to client for signature and retention.
  • ILS system: Enter all client info into system for document preparation. Maintain updates of system and technical support.
  • Estate Planning Docs: Edit, prepare, print and execute documents including travel to nursing homes and/or private homes of clients if necessary, scan and link signed originals to TimeMatters. Return signed docs to clients.
  • Prepare Asset Lists: Prepare asset lists to assist attorney with planning by pulling information from multiple sources.
  • Schedule and Calendar: Schedule client in person and virtual appointments and calls on behalf of the managing partner. Follow up to confirm appointment. Make sure all documentation is printed and scanned and sent and/or emailed to client and pertinent information regarding appointment is noted in calendar event.

    Qualifications include:

    • Paralegal degree preferred but not required. Experience can be substituted.
    • Knowledge of estate planning, deeds, trusts, and financial tools preferred but not required.
    • Skilled in the use of Microsoft Office, with emphasis on Word, Time Matters, Interactive Legal (ILS)
    • Highly refined skills in critical thinking, written and verbal communication, organization, attention to detail, and information monitoring.
    • Ability to tolerate stress
    • Excels in a fast paced environment
    • Self-directed and able to work with minimal direction
    • CLA preferred but not required
    • Five (5) years estate planning, estate administration, elder law experience preferred but not required
    • NJ Notary or willingness to become a Notary*

Keywords: Emerson Group, Cherry Hill , Paralegal, Legal , Cherry Hill, New Jersey

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