To Apply for this Job Click Here
Job Description
National law firm is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable prioritizing and balancing a variety of tasks. The candidate must have the ability to manage confidential information with discretion, be able to handle trust/estate administrations from inception through to completion, and a desire to grow in the position. The firm is offering a hybrid work schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus.
Responsibilities
Probate and Trust Administration responsibilities:
- Management of probate and trust administration files from initial client contact through completion of the process.
- Preparation of Asset Information Spreadsheets.
- Prepare all required probate and trust administration documentation for client meetings.
- Status letters to clients and beneficiaries.
- E-filing court documents.
- E-filing deeds.
- Work closely with clients, beneficiaries and other advisors throughout the process.
- Obtain all necessary information and documentation.
- Organizing and indexing documents and asset information.
- Calendar and handle follow-ups.
Qualifications
- A minimum of 5 years of experience in a legal environment.
- Ability to manage confidential information with discretion.
- Strong interpersonal skills to build a rapport with team and clients.
- Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills.
- Must have the motivation and skill to juggle multiple priorities in a fast-paced environment.
- Proven computer/technology skills. Microsoft Office Suite a must.
- A four-year college degree and/or paralegal certificate required.
1408098_1745261484