Are you an organized, detail-oriented professional who enjoys helping clients navigate important life and legacy planning decisions? We are seeking an experienced Paralegal to support a busy Trusts & Estates attorney in a well-established law firm.
This position offers the opportunity to work closely with clients and attorneys on estate planning, probate administration, trust administration, and other matters in a professional and collaborative environment.
Responsibilities
Assist attorneys with the preparation of estate planning documents, including:
- Wills
- Trusts
- Powers of Attorney
- Advance Medical Directives
- Draft correspondence and legal documents for attorney review
- Prepare probate and estate administration filings
- Assist with trust administration matters and asset transfers
- Coordinate client meetings and maintain regular communication with clients,, financial advisors, and other professionals
- Manage case files, deadlines, and document organization.
- Conduct basic legal and factual research as needed.
- Maintain accurate time records.
- Ensure confidentiality and compliance with firm procedures
Qualifications
- Associate's degree, paralegal certificate, or equivalent experience preferred.
- Minimum of 2 years of paralegal or legal assistant experience, preferably in estate planning, probate, or trust administration.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications.
- Ability to manage multiple priorities and meet deadlines.
- Professional demeanor and strong client service skills.
Preferred Qualifications
- Experience preparing probate filings and estate inventories.
- Familiarity with trust funding and asset transfer processes.
- Knowledge of document management software.
How to Apply
Qualified candidates should submit a resume through this site.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Free parking
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Wellness program
Work Location: In person
