Estate Planning Paralegal

Thompson Hine LLP, an AmLaw 200 firm recognized for Innovation, Inclusion, and collaborative culture, is seeking an experienced Estate Planning Paralegal to join our team in the Cincinnati, Columbus or Dayton office. This position will support members of the Personal & Succession Planning practice group.

• Prepare initial probate papers.
• Value assets, either manually or by using computer programs, including required research.
• Prepare probate inventories and accountings, and other court required filings.
• Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
• Contact court and other agencies to process filings, record deeds and other conveyances, and, when required, personally file estate documents.
• Arrange distributions to or on behalf of beneficiaries.
• Draft deeds and other transfer documents to fund revocable trusts.
• Research state and county records to obtain information on business entities and heirs.
• Meet with Probate Court Magistrates as needed.
• Experience working with banks, county auditors and other governmental agencies.
• Gather and organize gift information and related documentation.
• Gather and organize asset and debt information from Executor/Trustee.
• Prepare a first draft of gift tax returns and estate tax returns.
• Coordinate with other professionals, e.g., accountant, financial advisor, family office.
• Review Brokerage Statements.
• Arrange distributions to or on behalf of beneficiaries.
• Prepare reports to beneficiaries.

• Four‑year degree or equivalent experience. Degree in Paralegal Studies or a paralegal certificate is preferred.
• Familiarity with the Ohio Probate Law and Microsoft Office programs is required.
• Experience with LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System) is highly desired.
• Ability to carry out duties with the highest quality, standards and timeliness while maintaining confidentiality and discretion at all times.
• Proficiency in drafting and revising documents with exceptional writing and proofreading skills.

Thompson Hine LLP is an Equal Opportunity Employer and offers competitive wages and a robust benefits package.

Benefits include:

• Medical insurance
• Dental insurance
• Vision insurance
• Paid Time Off (PTO)
• 401(k) plan
• Paid paternity leave
• Paid maternity leave
• Disability insurance

If you are a dedicated professional looking to contribute to a dynamic team, we encourage you to apply.