Trust and Estate Paralegal

A bit about us:

Our client is a well-known regional full-service firm with a great reputation!

Benefits

• 401(k)
• Paid time off (PTO)
• On-site gym
• Paid parking or metro stipend
• Health insurance (medical, dental, vision)

Job Details

Responsibilities

• Provide comprehensive paralegal support to attorneys in all aspects of trust and estate administration.
• Aid with the probate process, including preparation and filing of probate documents, tracking deadlines, and communicating with clients and court personnel.
• Prepare trust and estate accountings, inventories, and other related documents.
• Conduct legal research and draft memoranda, correspondence, and legal documents.
• Coordinate with clients, financial institutions, and other professionals to gather information and documents necessary for trust and estate administration.
• Manage and organize client files, including scanning and e-filing documents.
• Ensure compliance with all court rules and procedures, and maintain up-to-date knowledge of laws and regulations related to trust and estate administration.

Qualifications

• Minimum of 2 years of experience as a paralegal, with a focus on trust and estate administration.
• Proficiency in probate, trust, and estate law, and familiarity with e-filing systems.
• Exceptional organizational skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to interact effectively with clients, attorneys, and other professionals.
• Detail-oriented and highly accurate, with the ability to handle sensitive and confidential information with discretion.
• Proficiency in Microsoft Office Suite and legal research tools.
• Paralegal certification or equivalent legal education is preferred.
• Demonstrated commitment to providing high-quality client service.