Job Description
Thompson Hine LLP, an AmLaw 200 firm consistently recognized for our Innovation, Inclusion, and collaborative culture, is seeking an experienced Estate Planning Paralegal to join our team in the following locations Cincinnati, Columbus or Dayton office. This position will support members of the Personal & Succession Planning practice group.
Position responsibilities include but are not limited to the following:
Estate Administration
- Prepare initial probate papers.
- Value assets, either manually or by use of computer programs, including required research.
- Prepare probate inventories and accountings, and other court required filings.
- Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
- Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents.
- Arrange distributions to or on behalf of beneficiaries.
- Draft deeds and other transfer documents to fund revocable trusts.
- Research state and county records to obtain information on business entities and heirs.
- Meet with Probate Court Magistrates as needed.
- Experience working with banks, county auditors and other governmental agencies.
Estate & Gift Tax Returns
- Gather and organize gift information and related documentation.
- Gather and organize asset and debt information from Executor/Trustee.
- Prepare a first draft of gift tax returns and estate tax returns.
- Coordinate with other professionals, e.g., accountant, financial advisor, family office.
Trust Administration - Inter Vivos Trusts
- Review Brokerage Statements.
- Arrange distributions to or on behalf of beneficiaries.
- Prepare reports to beneficiaries.
Required Qualifications
- Four-year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred.
- Must have familiarity with the Ohio Probate Law and Microsoft Office programs.
- Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System).
- Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary.
- Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.
Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).
Thompson Hine EEO Policy