Paralegal- Trust & Estate (Cleveland)
In-Finite Search Solutions, Cleveland, Ohio, United States, 44101
Trust & Estate Paralegal (Hybrid – Cleveland, OH)
Our Cleveland office is seeking an experienced Trust & Estate Paralegal to join our team. This role offers a hybrid/partial‑remote schedule and the opportunity to work on a wide range of probate and trust administration matters.
Key Responsibilities Manage probate estates and related trusts from opening to completion Prepare probate filings, including inventories, accountings, and required notices Draft and oversee trust administration documents, including trust accounts and notices Maintain organized probate files and monitor all deadlines for compliance Communicate directly with clients regarding case status, required information, and next steps Prepare and file Federal Estate Tax returns Utilize Puritas Springs, Microsoft Office Suite, Adobe Acrobat, QuickBooks, and online docket/E‑filing systems
Qualifications Minimum 5 years of experience in estate and trust administration (10+ years preferred) Strong understanding of probate procedures, timelines, and compliance requirements Familiarity with county‑specific processes in Northeast Ohio (Cuyahoga, Lake, Lorain, Geauga, Summit, Portage, Wayne, Stark) Ability to work independently with exceptional organizational and time‑management skills
Compensation & Benefits Salary range:
$65,000 – $95,000 Hybrid remote flexibility
If you’re an experienced trust and estate professional looking to join a supportive and collaborative team, we’d love to connect.
Our Cleveland office is seeking an experienced Trust & Estate Paralegal to join our team. This role offers a hybrid/partial‑remote schedule and the opportunity to work on a wide range of probate and trust administration matters.
Key Responsibilities Manage probate estates and related trusts from opening to completion Prepare probate filings, including inventories, accountings, and required notices Draft and oversee trust administration documents, including trust accounts and notices Maintain organized probate files and monitor all deadlines for compliance Communicate directly with clients regarding case status, required information, and next steps Prepare and file Federal Estate Tax returns Utilize Puritas Springs, Microsoft Office Suite, Adobe Acrobat, QuickBooks, and online docket/E‑filing systems
Qualifications Minimum 5 years of experience in estate and trust administration (10+ years preferred) Strong understanding of probate procedures, timelines, and compliance requirements Familiarity with county‑specific processes in Northeast Ohio (Cuyahoga, Lake, Lorain, Geauga, Summit, Portage, Wayne, Stark) Ability to work independently with exceptional organizational and time‑management skills
Compensation & Benefits Salary range:
$65,000 – $95,000 Hybrid remote flexibility
If you’re an experienced trust and estate professional looking to join a supportive and collaborative team, we’d love to connect.