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Estate Planning Paralegal
2 months ago
Position: Estate and Trust Administrative Paralegal
Company: Devana Group
Devana Group is a prominent legal practice focusing on estate planning, trust management, and probate law. Our skilled team is committed to delivering exceptional legal assistance to clients, guiding them through the intricacies of estate and trust issues.
Role Summary:
We are looking for a meticulous and organized Estate and Trust Administrative Paralegal to support our attorneys in estate planning and trust management. The ideal candidate will play a crucial role in client communication and document preparation.
Key Responsibilities:
- Assist legal professionals in drafting and reviewing essential estate planning documents, such as wills, trusts, and powers of attorney.
- Prepare and submit probate and trust administration filings to the appropriate authorities.
- Maintain and organize client records, ensuring deadlines are met and important dates are tracked.
- Engage with clients, financial institutions, and other stakeholders involved in estate and trust matters.
- Conduct legal research and compile summaries for attorneys.
- Coordinate and schedule meetings, appointments, and court proceedings.
- Support the preparation of tax returns and related financial documentation.
- Manage incoming communications and direct inquiries to the relevant personnel.
- Perform additional administrative duties as required to assist attorneys and clients.
Qualifications:
- Bachelor's degree and/or paralegal certification from an accredited institution.
- A minimum of 2 years of experience in estate and trust law.
- In-depth knowledge of estate planning and trust administration procedures.
- Proficient in Microsoft Office Suite and legal research tools.
- Exceptional organizational and time-management abilities.
- Strong attention to detail with the capacity to prioritize tasks effectively.
- Excellent written and verbal communication skills.
- Ability to manage confidential information with integrity.
- Experience in tax preparation and filings is advantageous.
Benefits:
- Competitive compensation package.
- Comprehensive health, dental, and vision coverage.
- 401(k) retirement plan with employer matching.
- Paid time off and recognized holidays.
- Opportunities for professional growth and development.
- A collaborative and supportive workplace culture.
If you possess a strong commitment to estate and trust law and are eager to contribute to a dynamic legal environment, we invite you to consider this opportunity with Devana Group.
