- Preparing applications for Probate and Letters of Administration.
- Assisting with the administration of estates.
- Working closely with the Senior Probate Paralegal and Senior Wills Clerk.
- Assisting in the preparation of final estate planning documents and probate documents for execution.
- Witnessing legal documents.
- Working effectively under supervision and following established procedures.
- Performing general clerical and administrative duties, including filing, answering and transferring telephone calls, photocopying, collating, deeding, archiving files, scanning, updating appointment calendars, and scheduling meetings and appointments.
- Liaising with clients and providing appropriate client support throughout the matter.
- Liaising with banks, share registries, superannuation companies and other relevant institutions.
- Preparing interim and final file costings.
- Filing documents using RedCrest, with some knowledge of PEXA.
- Maintaining detailed and organised file management systems.
- Demonstrating robust attention to detail and accuracy.
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📌 Paralegal - Wills & Estates (Shire of Nillumbik)
🏢 DE MARIA & ASSOCIATES
📍 Shire of Nillumbik
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