Trust and Estate Paralegal

2 months ago

gilbert, United States Adams & Martin Group Full time

We're a forward-thinking trust and estate planning practice that prioritizes work/life balance, utilizes technology for efficiency, and fosters the well-being of our team. We're looking for a friendly and personable Estate Planning Paralegal to join our team and make a meaningful impact on our clients' lives.

Key Responsibilities:

  • Conduct initial consultations with clients, demonstrating empathy and understanding.
  • Draft trust and estate plans tailored to each client's unique needs.
  • Assist in probate and trust administration processes.
  • Maintain open communication with clients and provide exceptional service.
  • Collaborate with our team of experienced attorneys to deliver top-notch legal solutions in trust and estate matters.
  • Embrace technology to streamline processes and enhance productivity.

What Makes Us Different:

  • Work/Life Balance: We recognize the importance of personal time, offering predictable work hours to help you enjoy your evenings and weekends.
  • Comprehensive Benefits: We prioritize our team's well-being, covering 100% of premiums on our lowest health insurance plan.
  • Tech-Forward Approach: We leverage cutting-edge technology to enhance efficiency and eliminate redundant tasks, allowing you to focus on providing excellent service in trust and estate planning.

Qualifications:

  • Bachelor's degree in Paralegal Studies or a related field, or equivalent work experience in trust and estate planning.
  • Paralegal certification or eligibility to become a certified paralegal is preferred.
  • Prior experience as an estate planning paralegal, including drafting wills, trusts, and related documents.
  • Proficiency in legal research and staying updated on changes in trust and estate planning laws and regulations.
  • Strong interpersonal and communication skills to engage directly with clients in a friendly manner.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Familiarity with trust and estate planning software and technology tools is a plus.
  • Commitment to maintaining client confidentiality and upholding the highest ethical standards in the legal profession.
  • A growth mindset and a desire to contribute to the success of our firm.

Opportunity for Growth: For the ideal candidate who demonstrates exceptional skills, dedication, and a commitment to our values, this part-time position has the potential to evolve into a full-time role within our firm. We value talent and believe in nurturing our team members' professional development as we grow together. If you aspire to elevate your career in trust and estate planning, we're here to support your journey.

Why Join Our Team: We are more than just a legal firm; we are a community partner. Our team is passionate about the families and businesses we serve, valuing the unique challenges and diversity they bring to our work. We prioritize a tech-forward approach, ensuring our team is equipped with the best resources for productivity and collaboration. We support work-life balance and flexibility through our hybrid and remote work options.


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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