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Experienced Trusts and Estates Paralegal
2 months ago
Position Overview: Trusts and Estates Paralegal
Proactive Solutions HR is seeking a dedicated trusts and estates paralegal to support a reputable law firm. This role is essential in managing complex trust administration and probate matters, working in tandem with the lead attorney.
Key Responsibilities:
- Efficiently identify and collect assets
- Draft a variety of trust administration and probate documentation
- Develop and maintain status reports for both internal and client communications
- Assist the attorney with the preparation of documents, correspondence, and meetings
- Compile financial accountings and tax returns
- Examine wills and trust agreements to facilitate the distribution of assets
- Oversee court dates, tax submissions, and critical deadlines
- Conduct fundamental research and reference verifications
Qualifications:
- Minimum of 5 years of experience in trusts and estates
- Understanding of probate court processes and tax laws
- Proficient in Microsoft Office and PDF applications
- Familiarity with tax preparation software
- Ability to quickly learn new technologies
- Commitment to continuous professional development
- Awareness of client confidentiality standards
Preferred Skills:
- Strong mathematical and organizational skills
- Excellent written and verbal communication abilities
- Detail-oriented with a high degree of accuracy
- Capability to manage multiple tasks effectively
- Outstanding time management skills in a dynamic environment
Core Values:
- Excellence
- Transparency
- Integrity