Trust and Estate Legal Assistant

2 weeks ago


Raleigh, North Carolina, United States Jobot Full time

Position Title: Estate/Trust Administration Paralegal

Company Overview: A committed legal practice focused on estate planning services.

Role Overview:

  • Oversee the complete administration of estates and trusts.
  • Prepare and submit necessary probate documentation.
  • Engage with clients, beneficiaries, and relevant stakeholders.
  • Draft essential legal documents and communications.
  • Collaborate with financial institutions and various professionals.
  • Assist in the preparation of tax returns.
  • Ensure meticulous record-keeping of all transactions.
  • Conduct necessary legal research.
  • Provide comprehensive administrative support to legal practitioners.

Required Qualifications:

  • At least 2 years of experience in estate and trust administration.
  • Certification as a paralegal or equivalent professional experience.
  • Familiarity with estate and trust laws applicable in the region.
  • Excellent organizational and communication abilities.
  • Proficient in Microsoft Office and legal management software.


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