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 solid attention to detail and accuracy.
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📌 Paralegal - Wills & Estates (Victoria)
🏢 DE MARIA & ASSOCIATES
📍 Victoria