• Title

  • Probate & Estate Paralegal

    Carlile Patchen & Murphy LLP
    Job Description

    Carlile Patchen & Murphy LLP (CPM) is seeking an experienced full-time Paralegal to join our Family Wealth Planning group. A successful candidate will have a Paralegal Certificate or High School Diploma with formal, extensive paralegal experience of at least 7 years; a bachelor’s degree or a minimum of two years of college required.

    Location: Grandview, OH

    What You Will Do | Role Responsibilities

    “Essential functions” are primarily job duties that paralegals must be able to perform unassisted or with some reasonable accommodation made by the employer. Please note that a candidate does not need to possess all skills currently to be considered. Essential job functions, include but are not limited to:

    • Follows the ethical requirements as set forth by the Rules of Professional Conduct of the State of Ohio.
    • Identifies, collects, analyzes, organizes, and maintains facts and documents in accordance with correct legal practice and procedure.
    • Maintains case calendars through a docketing system according to policies and procedures in line with our professional liability coverage requirements.
    • Develops and maintains a working relationship with clients to obtain and clarify information needed to substantiate facts, identify documents, and otherwise support legal actions and court filings.
    • Develops and maintains positive working relationships with court personnel, judges, bailiffs, and court officers to obtain and communicate necessary information on behalf of supervising attorneys on individual case matters.
    • Develops and maintains knowledge of statutes, local rules, court decisions, and customs relating to legal procedures and practices in appropriate areas of law. Organizes and maintains information, facts, records, and other documents as needed to support legal matters.
    • Assists in the analysis of legal proceedings by identifying problems, needs, and procedures.
    • Manages, records, and organizes all information for the client file, which is electronic in all instances. The assigning attorney may also request a working paper file.
    • Ability to work on numerous files and cases at the same time.
    • Files pleadings, motions, and other documents with the court daily by e-filing or in person, when required.
    • Scans and saves all new information to the client file daily.
    • Prepares probate pleadings. Confirm filing requirements and fees prior to submitting all pleadings for filing or documents for recording.
    • Tracks the delivery of all notices and the return of all waivers and consents necessary to accompany a particular court filing.
    • Prepares income tax, gift tax, and estate tax returns.
    • Performs administrative tasks as requested by supervising attorneys.
    • Proactively seeks extensions of filing deadlines when meeting a deadline becomes questionable.
    • Team player
    • Maintains a positive attitude and is a positive contributor to the CPM culture.
    • Shares knowledge and resources with other team members for the client’s benefit.
    • Provides clients with the best consumer experience possible by returning calls and emails on the same day and keeping clients informed of all new case developments.
    • Keeps office and workspace organized and neat.
    About You | Qualifications
    • Knowledge of legal principles and practices at a level generally acquired through formal paralegal training or its equivalent.
    • Approximately 7 years of on-the-job experience to gain the expertise needed to do substantive legal support work.
    • Ability to organize and prioritize numerous tasks and complete them under time constraints.
    • Ability to proofread typed material for contextual, grammatical, typographical, or spelling errors.
    • Interpersonal skills necessary to communicate in person, by email, and by telephone, follow instructions effectively from a diverse group of clients, attorneys, and staff, and provide information with ordinary courtesy and tact.
    • Work occasionally requires high mental effort and strain while organizing and maintaining multiple cases.
    • Ability to operate standard office equipment, including phone, personal computer, copier, scanner, etc.
    • Occasionally work overtime to complete a project.
    • Ability to travel to private and public buildings, locally and statewide, via private or public conveyance to assist attorneys in attending to client needs on legal matters.
    • Keeps notary certificate current and performs notary duties when requested.

    The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

    The firm offers competitive salaries and benefits and a great work environment. Interested candidates should forward a resume and salary requirements to our Human Resource Manager at cpmemployment@cpmlaw.com

    Contact Information
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