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Trust & Estates Paralegal
3 months ago
The Trusts & Estates Paralegal will assist attorneys in estate and trust administrations, as well as with aspects of estate planning representations. Must perform in an organized, efficient manner, and be willing to support the department with general administrative duties and special projects as needed. Candidate should also be flexible to work overtime as needed.Duties & Responsibilities:
- Files probate documents with courts throughout the State and manages dockets
- Marshals and obtains values of estate assets
- Assists in the preparation of federal estate and gift tax returns
- Completes the preparation of Wills, Trusts and other estate planning forms as directed by attorneys
- Prepares real property deeds and related documents, marshal assets, and organize/index documents
- Prepares fiduciary accountings; prepares file probate forms and manages dockets
- Prepares petitions for probate, trust-related documents, pleadings, and declarations with applicable courts
- Assists with other department activities as needed, and performs additional duties and responsibilities as assigned
- A team player with a positive attitude and able to maintain a consistently high standard of service
- A self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented
- Excellent organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure
- Ability to multi-task and set priorities while meeting deadlines in a fast-paced environment
- Position also requires the ability to work under pressure to meet strict deadlines
- Bachelor’s Degree required, Certificate in Paralegal studies from an accredited institution preferred; equivalent experience considered
- Certified Paralegal a plus
- Minimum of 5 years of experience in a medium to large size law firm
- Must be able to handle all aspects of estate planning, probate, and trust administration
- Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook
- Exceptional computer skills with the ability to learn new software applications quickly
The expected pay range for this position is:
$46.23/hr -$62.22/hr