Trust and Estate Paralegal
4 weeks ago
About the Role:
We are seeking a highly skilled Paralegal to join our dynamic legal team in the Trust and Estates department. As a Paralegal in this role, you will play a crucial part in providing top-tier legal services in the areas of trust and estate law. You will have the opportunity to work closely with a team of experienced attorneys and legal professionals, handling complex and high-value estates, trusts, and succession planning matters.
Responsibilities:
1. Assist attorneys in the preparation and execution of wills, trusts, estates, and related documents.
2. Conduct comprehensive research on legal matters pertaining to trust and estate law.
3. Coordinate with clients, attorneys, and financial advisors to gather information and documentation necessary for estate planning and trust administration.
4. Review and interpret wills, trusts, powers of attorney, and other estate planning documents.
5. Assist in the administration of trusts and estates, including the preparation of probate documents, estate tax returns, and accountings.
6. Provide support in the area of succession planning, including the drafting of succession plans and related documents.
7. Maintain client files and records in accordance with firm policies and procedures.
8. Stay abreast of current laws and regulations related to trust and estate law and succession planning.
Requirements:
1. A minimum of 5 years of paralegal experience in trust and estates law, specifically with succession planning.
2. Bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is preferred.
3. Thorough understanding of trust and estates law, including wills, trusts, probate, estate tax, and succession planning.
4. Proficient in legal research and document drafting.
5. Excellent verbal and written communication skills with the ability to interact effectively with clients, attorneys, and other legal professionals.
6. Strong organizational skills with the ability to manage multiple tasks and deadlines.
7. High level of discretion and confidentiality.
8. Proficiency in legal software and Microsoft Office Suite.
9. Ability to work independently and as part of a team.
10. Commitment to providing high-quality legal services and maintaining client relationships.
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