Sr. Estate and Trust Paralegal

Key Responsibilities And Duties

• Gathers and analyzes legal research such as statutes, regulations, decisions, case filings, articles, and other documents.
• Keeps track of, prepares and files federal and/or state regulatory filings in a timely and accurate manner.
• Reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness.
• Applies strong understanding of applicable practice areas, as well as federal and state regulatory issues/processes, to provide efficient and accurate paralegal services.
• Develops, and may recommend, alternative approaches to operational issues of low to moderate complexity in order to minimize business risks.
• Processes, analyzes, and summarizes more complex legal proceedings for attorneys.
• Reviews corporate documents for compliance with regulatory guidelines.
• Maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.
• Maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.
• Maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.
• Maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.

Physical Requirements

Sedentary Work

Career Level

Career Level 6IC

Estate and trust planning background needed.