Deceased Estates Paralegal - Pietermaritzburg

SUMMARY:
Deceased Estates Paralegal - Pietermaritzburg
Our respectable client is seeking an experienced Deceased Estates Paralegal to join their team.

POSITION INFO:
Responsibilities:

General Administration

• Drafting and typing of documents (Memos, emails, and letters related to administration of estates as required)
• Attending to outgoing posts
• Telephone enquiries
• Opening Files for new Estates
• Loading of Estate on LegalEase
• Check newspapers for death notices daily
• Record maintenance
• Final account for sign off for payment to beneficiaries
• Placing monies into corporate saver for clients
• Cheque Requisitions and EFT’s
• Advertising and posting of fees

• Attend to / interview clients in person or telephonically as required
• Handle telephone queries regarding estate matters (bank balances, assets, and liabilities of the estate)
• Consult with beneficiaries of the estate as required
• Assist with occasional signing of wills

• Attend Masters Office as and when required by the Estates Department
• Query ongoing matters
• Follow up on all outstanding issues

• Matric
• Paralegal
• Understanding of Wills and Trusts
• Basic understanding of Accountancy/basic bookkeeping knowledge
• Valid driver’s license advantageous (Code 8)
• Computer Literacy
  • MS Word (Intermediate/Advanced)
  • MS Excel (Good)
  • Lawpac exposure is advantageous
  • LegalEase
  • AJS
  • Lexis Pay