Trusts and Estates Legal Assistant
2 weeks ago
Leading firm specializing in legal solutions for estate planning, tax, and charitable endeavors
This Jobot Job is hosted by: Mallory Calloway
Salary:
$60,000 - $82,000 per year
About Us:
We are a prominent firm providing expert legal services in the realms of estate planning, tax law, and charitable contributions.
Benefits of Joining Us:
Medical Benefits
401k with 4% match
Paid Time Off:
Competitive compensation
Position Overview:
Key Responsibilities:
- Support all facets of estate planning, including the preparation and implementation of wills and trusts, demonstrating exceptional drafting skills.
- Employ wealthdocs software to accurately manage and maintain all estate planning documentation.
- Perform thorough legal research and analysis on diverse estate planning issues.
- Work collaboratively with attorneys and fellow paralegals to ensure the precision and compliance of all estate planning documents with applicable laws.
- Deliver outstanding client service by addressing inquiries, providing updates, and clarifying complex legal matters in an accessible manner.
Qualifications:
- At least 3 years of experience as a paralegal, ideally in estate planning.
- Expertise in drafting legal documents and proficiency with wealthdocs software.
- Strong understanding of estate planning laws and regulations.
- Excellent written and verbal communication skills, capable of simplifying complex legal concepts.
- Outstanding organizational abilities and meticulous attention to detail.
- Ability to thrive under pressure and meet stringent deadlines.
- A comprehensive understanding of the medical sector and the specific estate planning requirements of clients in this industry.
- A degree in law, paralegal studies, or a related discipline is preferred.
- Certification from an ABA-approved paralegal program is advantageous.
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