We are seeking a detail-oriented and highly organized Trust and Estates Paralegal to join our legal team. The ideal candidate will assist attorneys in managing all aspects of trust and estate planning, administration, and litigation. This role requires a comprehensive understanding of estate planning documents, probate procedures, and fiduciary duties.
Duties/Responsibilities:
Draft, review, and finalize various legal documents, including wills, trusts, powers of attorney, and advance directives.
Assist with the administration of estates, including filing probate documents, preparing accountings, and managing beneficiary distributions.
Maintain regular communication with clients, beneficiaries, and financial institutions to gather information and provide updates on case status.
Conduct legal research on estate planning, tax laws, and probate court rules.
Organize and manage case files, ensuring all documentation is up-to-date and accessible.
Prepare and file petitions, motions, and other legal documents with the court.
Schedule and coordinate meetings, consultations, and hearings.
Assist in managing estate and trust accounts, including tracking assets and liabilities.
Ensure compliance with state and federal laws and regulations related to estate planning and probate matters.
Provide general administrative support, including answering phones, managing calendars, and correspondence.
Required Skills/Abilities:
Strong understanding of trust and estate law, probate processes, and fiduciary responsibilities.
Meticulous in document preparation and file management.
Ability to manage multiple cases and tasks simultaneously, prioritizing effectively.
Excellent written and verbal communication skills.
Professional and empathetic in client interactions, maintaining confidentiality and discretion.
Proficient in legal research tools, document management software, and Microsoft Office Suite.
Ability to analyze complex legal issues and provide practical solutions.
Collaborative with the ability to work independently and as part of a team.
Education and Experience:
Associate's degree or Paralegal Certificate required; Bachelor’s degree preferred.
Minimum of 3 years of experience as a paralegal, with a focus on trust and estate planning and administration.
Paralegal certification from an accredited organization (e.g., NALA, NFPA) preferred.
Commitment to ongoing professional development and staying current with changes in trust and estate law.
Physical Requirements:
Ability to sit or stand for extended periods.
Proficiency in using office equipment, such as computers, scanners, and copiers.
Occasionally lift and carry files or boxes weighing up to 20 pounds.
Ability to read and interpret legal documents, spreadsheets, and computer screens.
Minimal travel may be required for court appearances or client meetings.
