Trusts and Estates Paralegal
4 weeks ago
We are seeking a highly skilled and detail-oriented Paralegal to join our Estate Planning and Probate Law Firm. As a Trusts and Estates Paralegal, you will play a critical role in supporting our clients with probate and estate planning matters, helping them navigate complex legal processes with ease.
Key Responsibilities:
- Deliver exceptional client experiences with excellent communication, timely updates, and comprehensive support.
- Organize and manage documents and records for efficiency and security.
- Coordinate and draft correspondence, probate pleadings, and estate plans.
- Meet with clients to obtain signatures and provide top-notch service.
- Handle court filings, track deadlines, and ensure timely submissions.
Requirements:
- Experience drafting at least 50 estate plans involving trusts and managing at least 25 formal administration probate cases.
- Familiarity with Wealth Docx and Westlaw/ProDocs drafting software is preferred but not required.
- Thoughtful, extremely organized, and take pride in a job well done.
- Enjoy full-time work with the freedom to manage tasks efficiently and handle personal matters as needed.
About Us:
We are a mission-driven law firm passionate about helping clients preserve and protect their legacy. We provide estate planning and probate/trust administration services professionally and with care, with a focus on wills, trusts, asset protection, guardianship, and probate administration. We strive to build long-term relationships with clients instead of focusing on transactions.
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