Probate Paralegal

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      "city": "Dayton",
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      "postalCode": "45402",
      "addressCountry": "United States"
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    "datePosted": "2026-05-26",
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    "description": "<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">JOB OVERVIEW <br></span></span>Coolidge Wall Co., L.P.A., is currently recruiting a Probate Paralegal who is looking to join an established team of respected attorneys in our Dayton, Ohio location.  <br><br></p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">ABOUT THIS POSITION</span></span><br>The Probate Paralegal will support attorneys in all phases of trust, estate<span>,</span> and probate administration, including case management, court filings, client communication, asset collection and transfer, and preparation of related legal documents. Coolidge Wall has a large secretarial support staff to assist in making our attorneys and paralegals highly productive. </p>\n<ul>\n<li>Paralegal certificate or associate’s degree with 5+ years’ experience in probate, estate administration, and trust administration</li>\n<li>Must have recent experience with probate administration in Ohio</li>\n<li>Experience preparing federal estate and gift tax returns</li>\n<li>Strong knowledge of probate procedures, court filings, deadlines, and legal documentation</li>\n<li>Exceptional attention to detail, strong organizational skills, and problem-solving skills</li>\n<li>Ability to work independently, multi-task, manage competing priorities, and collaborate effectively with attorneys and staff</li>\n<li>High proficiency in the use of Microsoft Office software, specifically Excel, probate and trust administration software, and tax preparation software</li>\n<li>Familiarity with probate case management systems and document management platforms (i.e. Estate Assist, GEMS, NetDocs)</li>\n<li>Strong written and verbal communication skills</li>\n</ul>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\"><br>JOB RESPONSIBILITIES</span></span></p>\n<ul>\n<li>Assist with all phases of trust administration, testamentary trusts, and estate administration matters from opening through closing</li>\n<li>Prepare, file, and coordinate services of probate pleadings, applications, notices, inventories, accountings, and final distribution documents</li>\n<li>Prepare error-free and court-ready probate documents with a high level of accuracy</li>\n<li>Communicate with clients, beneficiaries, courts, financial institutions, title companies, government agencies, CPAs, and other third parties regarding estate matters</li>\n<li>Assist with identifying, collecting, valuing, transferring, and distributing estate and trust assets</li>\n<li>Assess and manage creditors’ claims, payment coordination, and preparation of related documentation</li>\n<li>Prepare federal estate tax returns</li>\n<li>Monitor and manage case progress and checklists, deadlines, and track required follow-up to ensure timely completion and fulfillment of deadline requirements</li>\n<li>Prepares and records deeds and other real property transfer documents</li>\n<li>Assists with preparation of guardianship and conservatorship petitions</li>\n<li>Ensures compliance with probate court procedures, local rules, and filing requirements</li>\n</ul>\n<p> </p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">ABOUT OUR CULTURE<br></span></span>Our employees enjoy a team-focused environment with bonus pay based on work performance.  We encourage our employees to make a career out of their decision to join Coolidge Wall Co., L.P.A., as we enjoy and value long-term relationships with our clients, employees, and community. </p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\"><br>BENEFITS<br></span></span>We offer a generous compensation and benefits package. Compensation will commensurate with experience and include a bonus structure based on productivity.  Benefits include medical, dental, vision, 401(k) plan with matching, Profit-Sharing, STD, LTD, paid Parental Leave, Life Insurance, HSA, FSA, Dependent Care FSA, Mental Health programs, and employee referral bonus program. </p>\n<p> </p>\n<p>For more information about our firm, please visit <a href=\"http://www.coollaw.com\" target=\"_blank\" rel=\"noopener noreferrer\">www.coollaw.com</a></p>\n<p><br>Coolidge Wall Co., L.P.A. is proud to be an equal opportunity employer.</p>",
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