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Estate Administration Paralegal
2 months ago
About Our Firm:
Mandelbaum Barrett has been a leader in the legal field since 1930, dedicated to delivering exceptional service and personalized attention to our clients. With a growing team of over 100 attorneys and multiple offices across various states, we pride ourselves on being recognized as one of the Best Places to Work and one of the Best Law Firms in New Jersey. Our culture is centered around our people, emphasizing recognition, reward, and collaboration among our attorneys and staff.
Role Purpose:
We are seeking a Full-time Estate Administration Paralegal for our office. The ideal candidate will demonstrate a robust work ethic, outstanding problem-solving abilities, and adaptability in a fast-paced environment. The role requires managing case files from start to finish while showcasing a thorough understanding of estate administration processes.
Key Responsibilities:
- Draft Probate documents for attorneys, including applications, motions, notices, and inventories.
- File necessary pleadings and hearing documents.
- Engage with court personnel and clients effectively.
- Prepare correspondence, assist clients with notarization, and ensure compliance with deadlines.
- Complete Federal and state estate and inheritance tax returns.
- Compile estate and trust accountings.
- Prepare release documents for estate distributions and facilitate property transfers to beneficiaries.
- Regularly assess and update case progress, ensuring smooth case closure.
- Support attorneys and clients in maintaining task organization.
- Assist in drafting Elder Law, Guardianship, and Business Incorporation documents.
- Independently manage daily tasks and assignments, meeting deadlines with minimal supervision.
- Draft Estate Planning documents for attorneys, including Wills and various Trusts.
- Communicate with clients, witness and notarize documents, and manage workflow efficiently.
Qualifications:
- At least 5 years of relevant experience in Estate Administration within a legal setting.
- Proficient in MS Word, Excel, and Kofax; familiarity with ONESOURCE or similar estate tax return software is advantageous.
- Exceptional organizational skills are essential.
- The candidate must be able to prioritize and manage multiple tasks with attention to detail.
- Demonstrated ability to oversee case files comprehensively from inception to completion.
- Self-motivated, capable of working independently and collaboratively.
- Strong research, analytical, and critical-thinking skills.
- Excellent communication and interpersonal skills, able to interact with diverse attorneys, staff, and clients.
- Ability to provide information courteously while maintaining confidentiality.
- Strong grammar, proofreading, and composition skills are crucial.
- Enthusiastic, articulate, dependable, and a team player who thrives in a dynamic environment.
Benefits:
- Competitive salary and comprehensive benefits package.
- Opportunities for ongoing professional growth and development.
- A collaborative and supportive work environment that recognizes individual contributions.
- Engagement in philanthropic initiatives that extend beyond legal practice.
- Make a significant impact within our esteemed law firm.
Mandelbaum Barrett PC is an equal opportunity employer, committed to diversity and inclusion in the workplace.