Estate Planning Legal Assistant
2 months ago
This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $80,000 - $120,000 per year
About Us:
Our esteemed legal practice merges the capabilities and knowledge of larger firms with the individualized service and efficiency typically associated with boutique establishments. Our team of over 75 skilled attorneys provides responsive, customized legal counsel to a diverse clientele, including high-net-worth individuals and families.
We foster a collaborative environment that supports professional development while delivering high-quality service. Our commitment to our clients, colleagues, and communities is paramount, as we aim to cultivate enduring relationships and uphold the highest standards of legal practice.
Our methodology combines extensive legal expertise with agile, client-centric solutions, establishing us as a reliable partner for both business and personal legal requirements.
Why Join Our Team?
Team members can expect to:
- Engage in a variety of intricate trust and estate matters
- Contribute to both fundamental and advanced planning for clients
- Enhance skills under the mentorship of seasoned attorneys
- Be part of a team that prioritizes knowledge sharing and camaraderie
- Enjoy a hybrid work model, balancing in-office collaboration with remote flexibility
- Receive competitive compensation based on experience and qualifications
We prioritize a positive onboarding experience, ensuring new team members integrate seamlessly and establish strong connections with colleagues. Our dedication to work-life balance and professional growth makes us an ideal choice for paralegals pursuing a fulfilling career in trust and estate law.
Joining our firm allows individuals to deepen their expertise, make a significant impact on clients' lives, and be part of an organization that genuinely values its team members.
Position Overview
We are seeking a highly skilled and experienced Estate Planning Legal Assistant to join our prestigious law firm. The ideal candidate will possess strong proactive planning abilities and a comprehensive background in estate planning.
Key Responsibilities:
- Draft estate planning documents including wills, powers of attorney, and both basic and advanced trusts
- Assist with both basic and advanced estate planning for clients
- Perform trust administration and prepare accountings
- Communicate effectively with clients, demonstrating excellent interpersonal skills
- Collaborate within a team environment, sharing knowledge to enhance overall team strength and camaraderie
Required Qualifications:
- Proven experience in drafting estate planning documents
- Strong background in trust administration and accounting
- Excellent attention to detail
- Effective communication skills, both written and verbal
- Ability to work collaboratively in a team setting
Preferred Qualifications:
- Experience preparing gift and estate tax returns under attorney guidance
- Probate experience
- Familiarity with advanced trust structures and estate planning techniques
Work Environment:
- Hybrid position -- three days per week in-office attendance required after the initial onboarding period
- Initial onboarding requires full in-office attendance to ensure proper integration (limited exceptions may apply)
Compensation:
Salary commensurate with experience and aligned with market data for the region.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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