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Trust and Estate Administration Paralegal
2 months ago
About the Position:
This role involves assisting in the preparation and examination of estate planning documents, including wills, trusts, powers of attorney, and health care directives.
Salary:
$60,000 - $85,000 annually
Benefits:
Medical Benefits
401k with 4% matching
Key Responsibilities:
1.
Support the probate and trust administration process from inception to completion, which includes drafting probate documents, managing estate checking accounts, and asset distribution.
- Draft legal instruments such as deeds, trusts, wills, and powers of attorney.
- Facilitate and maintain effective communication with clients, attorneys, and court officials.
- Conduct legal research pertaining to estate planning and probate matters, ensuring compliance with current laws and regulations.
- Organize and maintain both physical and digital filing systems to guarantee that all documents are current and easily retrievable.
- Prepare and submit court documents, while managing the estate calendar.
- Provide comprehensive administrative support to the legal team, including scheduling appointments, managing client files, and handling correspondence.
Qualifications:
1. A minimum of 5 years of experience as a Paralegal in Estate Planning or a related discipline.
- A Paralegal certificate or degree from an accredited institution.
- Expertise in trust administration, probate processes, drafting wills, and powers of attorney.
- In-depth knowledge of estate planning and probate laws and procedures.
- Outstanding organizational skills and meticulous attention to detail.
- Excellent written and verbal communication abilities, capable of interacting professionally with clients, attorneys, and court officials.
- Strong research capabilities, with proficiency in legal research tools.
- Ability to work autonomously, manage multiple projects concurrently, and adhere to deadlines.
- Proficiency in Microsoft Office Suite and legal software.
- High level of professionalism and confidentiality.
