Thompson Hine LLP · 1 day ago
Estate Planning Paralegal
Dayton, OH
Full-time
Onsite
Mid LevelThompson Hine LLP, an AmLaw 200 firm, is seeking an experienced Estate Planning Paralegal to join their team. The role involves supporting the Personal & Succession Planning practice group with estate administration, tax returns, and trust administration.
AdviceConsultingLegal
Hiring Manager
DeMons Hambrick
Responsibilities
Prepare initial probate papers
Value assets, either manually or by use of 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 in order to process filings, record deeds and other conveyances, and, when required, to 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
Qualification
Required
Four-year degree or equivalent experience
Must have familiarity with the Ohio Probate Law and Microsoft Office programs
Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary
Must be proficient in drafting and revising documents with exceptional writing and proofreading skills
Preferred
Degree in Paralegal Studies or paralegal certificate preferred
Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System)
Benefits
Medical
Dental
Vision insurance
Paid Time Off (PTO)
Company
Thompson Hine LLP
Thompson Hine LLP, a full-service business law firm with over 400 lawyers in 10 offices, was ranked number 1 in the category “Most innovative North American law firms: New working models” by The Financial Times and was 1 of 7 firms shortlisted for The American Lawyer’s inaugural Legal Services Innovation Award.
Founded in 1911
501-1000 employees
H1B Sponsorship
Thompson Hine LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Marc Minor
Senior Counsel
Recent News
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2026-01-07
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2025-11-05
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