Full Time or Part Time (flexible scheduling available)
Experienced with Probate:
- Knowledgeable about Probate filings for local counties;
- Has prepared and submitted inventories, accounts, and all other filings to Probate court on at least 30 estates (your submission should list the total number of probate estates in which you have participated;
- Effective in follow up with financial institutions to secure information necessary to move forward with Inventory and Accounting filings; and
- Able to take ownership of scheduling due dates and workflow in an electronic project management system.
- Keeping an upbeat demeanor with clients and team members; and
- Observing processes for potential improvements.
- Monitoring project developments and documenting client progress;
- Keeping information up-to-date for all pending matters; and
- Organizing client files in electronic and hard copy formats.
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