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At Sentry Law, we are a team committed to an environment where clients come first. Weâre the trust advisors for families in the community, supporting them with all areas of growth and protection of their assets. Our comprehensive, innovative approach includes an estate planning legal department, financial advisory firm and tax accounting practice.
We are looking for the highest-level performers, with the highest levels of integrityâ¦not to come and do a job but to join our team. For us itâs not about org charts and job titles, itâs about fostering an environment where a fresh perspective is welcome. Weâre a team of innovative and curious team members and leaders who believe high value, hard problems are the most fun to solve. We value relationships and quality before going âthe easy route,â and questioning assumptions is the only way to get there. If youâre ready to take on these kinds of challenges, with the kind of team where youâll find trust, freedom, and opportunity, then you should apply.
Position Accountabilities:
Manage client interaction related to Probate and Trust Administration
Create Asset and Liability inventories
Notices to Creditors
Schedule of disbursements to creditors according to NC probate law
Schedule of disbursements to beneficiaries according to client's Last Will and Testament or Trust Agreement, as the case may be
Manage Elder Law cases such as Medicaid Applications for Elder Assistance
Assist the Estate Planning Paralegals with Estate Plan Preparation as needed
We are a small firm, which means the list above is not comprehensive. If you are the type of person that needs every single job duty outlined in the job description, this job is probably not for you.
Experience:
Probate and Trust Administration: 1 year (Required)
License: Paralegal Certificate (Preferred)
Benefits offered:
Paid time off
Health insurance
This Company Describes Its Culture as:
Detail-oriented -- quality and precision-focused
People-oriented -- supportive and fairness-focused
Team-oriented -- cooperative and collaborative
