Trust & Estate Paralegal

Position Responsibilities

• Assisting with all phases of estate and trust administration
• Preparing pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
• Monitoring and maintaining the estate administration and trust administration
• Gathering information regarding the assets and debts of an estate and/or trust
• Preparation of estate/trust accounting
• Filing of documents in various counties
• Obtains work assignments from attorneys in their office or assigned department
• Develops pleadings and prepares correspondence or documents for attorneys review
• Contacting court administration and regulatory bodies as needed to fulfill job assignment
• Maintains annual billable hours as set by the Firm
• Performs other duties, projects and assignments as needed to support the Firm

Job Requirements

• Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department
• Minimum of 2 years of college, Paralegal Certificate or equivalent work experience
• Must be an independent, proactive, organized and diligent worker and able to work with minimal direction
• Must be able to respond quickly and positively to shifting demands and opportunities
• Must be able to multi-task and handle voluminous workflow, work under tight deadlines, balance multiple, detailed tasks simultaneously and prioritize appropriately
• Must be able to create positive working relationships and effectively communicate with all parties in the transaction
• Must demonstrate strong analytical and problem-solving skills
• Must possess excellent writing and verbal skills
• Must be detail oriented and be able to prioritize daily tasks and responsibilities
• Experience with tax and estate administration software programs a plus

Pay

The position's salary range is between $65,000 and $75,000, negotiable based on years’ experience.

Schedule

Full-time position.

Benefits

Bond, Schoeneck & King PLLC provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state or federal law.

Equal Opportunity

We thank all applicants for their interest and will contact those candidates who are under consideration.