Paralegal

Responsibilities

• Support attorneys with estate planning and estate administration matters.
• Prepare, organize, review, and maintain trusts and estates documents, correspondence, and client files.
• Afford assistance with the preparation and coordination of wills, trusts, powers of attorney, healthcare directives, probate documents, and related legal materials.
• Support estate and fiduciary tax-return preparation by gathering, reviewing, and organizing the necessary information and documentation.
• Afford support for occasional real estate matters, including document preparation, file organization, and transaction coordination.
• Maintain accurate calendars, deadlines, records, and filing systems.
• Proofread legal documents and correspondence carefully to ensure accuracy, proper spelling, and consistent formatting.
• Provide general legal secretarial and administrative support as needed.

Qualifications

• At least five years of relevant experience as a trusts and estates paralegal, legal secretary, or in a similar legal support role.
• Hands-on experience supporting estate planning and estate administration matters.
• Familiarity with probate procedures, trusts and estates documentation, and related tax-return support.
• Experience assisting with real estate matters is preferred.
• Strong attention to detail, spelling, proofreading, and document organization skills.
• Able to manage multiple matters, deadlines, and priorities with accuracy and discretion.
• Strong written and verbal communication skills.
• Professional judgment and the ability to handle sensitive and confidential information.