Estates & Trusts Paralegal

About the role

Do you have years of experience working as an Estate and Trust Administration Paralegal and feel ready to take your challenging and rewarding career to the next level? Join our law office and let your past successes guide clients!

Responsibilities

• Draft estate planning documents like wills and trusts.
• Prepare petitions, accountings, and other court documents.
• Communicate with clients to keep them apprised of case status.
• Conduct screening phone calls to determine if prospective clients are a good fit for our firm.
• Case management to ensure all deadlines are hit in a timely manner.

Qualifications

• Experience with estate plan drafting software, like Wealthcounsel.
• Experience with Lackner software.
• Candidates should have a four-year degree in finance, management, or legal administration, or a similar major – Master’s degree desired.
• Standard computer skills and proficiency with Microsoft Word and Excel.
• Paralegal certification from an accredited program preferred.
• Minimum 5 years’ experience as a paralegal specialist, case manager, legal assistant, or legal office manager.

Pay

$60,000