Completion of Funding for client matters:
Deeds with relevant County forms;
Transfer letters;
Calculation of recording fees;
Affidavits of death with County forms;
Assignments of Business Interest;
Assignments of Deeds of Trust;
Mailing and tracking of executed deeds to My Legal Depot.
Preparation of Business Formation documents which includes the following:
Operating Agreement;
Operations Manual;
Members Contribution Schedule;
Membership Interest Certificates;
Solvency Certificate;
Subscription Agreement;
Transfer Ledger;
Consent to Action in Place of Organizational;
List of Members and Membership Interests;
Filing of Articles of Organization;
Applying for EINs from the IRS;
Handling designation of Registered Agent for Service of Process;
Background or experience in Estate Planning is preferred and if not, training will be provided
Must have at least 3 or more years of Business and Real Estate Paralegal experience. Interpersonal skills including telephone and meeting etiquette; oral and written communication skills; comprehension of legal terminology; ability to issue spot complex issues; legal document drafting skills; strong attention to detail and organization; efficient in time management and administering and executing tasks; strong proofreading and grammatical skills; and computer literacy.
Education/Training:
High School Graduate
Paralegal Certificate