What types of things does an Estate Planning Paralegal do?

Estate Planning attorneys prepare documents for people like Last Will and Testaments, Trusts, Powers of Attorney, Durable Powers of Attorney, and Health Care Directives.  The paralegals working for Estate Planning attorneys will be asked to do many of the following tasks:

  • Follow up with clients regarding missing informationtrust image
  • Follow up with clients regarding missing documents
  • Order Property Profiles/copies of deeds
  • Prepare estate planning documents
  • Prepare letters to clients with drafts of documents
  • Prepare letters to clients with final documents for signature
  • Meet with clients to sign and notarize documents
  • Meet with clients to clarify terms and provisions of estate planning documents

If you are considering working for an estate planning attorney, you may want to become a Notary Public.  This is a great asset for an attorney who practices in this area.  For more information on estate planning, visit my website at MaryEMullinAttorneyatLaw.com.

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Published in: on January 28, 2014 at 8:25 am  Leave a Comment  
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