Probate and Trust Administration Paralegal

About the role

The Probate Paralegal provides expert-level support to the section attorneys during probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing life insurance claims and other death benefits; contacting beneficiaries and next of kin regarding admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer of property.

Responsibilities

• Prepare and file probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices)
• Filing life insurance claims and other death benefits
• Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings
• Administering estate accounts and assisting with the liquidation and transfer of property
• Researching the law and local court rules to guide the attorney when making estate decisions

Requirements

• Essential skills: Client service, Research, Project management, Accounting, Mailings, FRP and/or CLA certifications preferred
• Technical knowledge: EstateWorks, HotDocs, BNA 706 tax preparation, iManage document management system, MS Office Suite
• Behavioral Abilities: Adaptability, Creativity, Collaboration, Communication, Emotional intelligence, Innovation, Listening skills, Solid time management skills, Strong work ethic

Benefits

• Market leading compensation package
• Excellent health, disability, vision, dental, and life insurance
• Employee Savings Plan with employer contributions
• 401(k) with employer contributions
• Paid time off
• Paid parental leave
• Perks platform offering over 30,000 unique discounts
• Referral program
• Wellness programs