Trust and Estate Legal Assistant
2 weeks ago
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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