Estate & Trust Administration Coordinator

Key Responsibilities

• Assist attorneys and senior paralegals in all aspects of estate and trust administration, including preparing legal documents and communicating with government agencies such as the Department of Revenue and the Department of Human Services.
• Prepare and file probate petitions and other necessary court documents.
• Attend probate appointments, as necessary.
• Gather, organize, and manage information regarding the decedent's assets, liabilities, and beneficiaries.
• Prepare and submit state inheritance tax returns, inventories, and other tax-related filings.
• Communicate professionally with clients, beneficiaries, financial institutions, court personnel, and other parties involved in the administration process.
• Provide clients with updates on the progress of the administration process and address any questions or concerns.
• Organize and maintain client materials and files.
• Prepare, proofread, and finalize correspondence and legal documents for attorney review.
• Prepare financial accountings and reports related to the administration of estates or trusts.
• Ensure compliance with deadlines and procedural requirements for court and tax filings.
• Collaborate with accountants and tax professionals to gather necessary information for tax filings.
• Accurately prepare and process client invoices.
• Perform general administrative and operational tasks, including answering phones, taking messages, copying, scanning, faxing, mailing, assisting walk-in clients, and filing.
• Provide administrative support to attorneys and senior paralegals, including scheduling and coordinating client meetings.
• Manage multiple cases and deadlines in a fast-paced environment while ensuring accuracy and compliance.
• Maintain strict confidentiality of all client and firm matters in accordance with firm policies.

Requirements

• Associate’s degree in paralegal studies or related legal field.
• At least 1 year of law firm experience in any practice area.
• Strong organizational, communication, and time management skills.
• Ability to work under pressure while maintaining accuracy and professionalism.
• Exceptional attention to detail and problem-solving abilities.
• A dedicated work ethic and the ability to handle multiple tasks efficiently.
• Experience in Microsoft Office and legal practice management software.
• Keen interest in learning and developing a deep understanding of estate and trust administration, wills, trusts, estate planning, and taxation.
• Proficiency in Accounting principles are a plus.
• Hands-on training in estate and trust administration from experienced professionals.

Qualifications

• Knowledge of estate and trust administration, wills, trusts, estate planning, and taxation.
• Experience in legal practice management software.
• Ability to work independently and as part of a team.
• Excellent interpersonal and communication skills.
• Attention to detail and ability to manage multiple tasks simultaneously.

Skills

• Legal research and document preparation.
• Communication and interpersonal skills.
• Time management and organization.
• Attention to detail.
• Ability to work under pressure.

Benefits

• Competitive compensation and benefits package.
• Collaborative and supportive team environment.
• Opportunities for professional growth and development.
• Innovative work environment utilizing technology to enhance efficiency and deliver effective services.
• Potential for a hybrid work schedule, with up to two days per week working from home after the completion of a training period.

Pay

• Competitive salary based on experience and qualifications.

Schedule

• Hybrid work schedule with up to two days per week working from home after a training period.