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Estate Planning and Administration Paralegal

2 months ago

Durham, North Carolina, United States Jobot Full time
Position Overview:
We are seeking a skilled T&E Paralegal to join our reputable civil practice law firm. Our team is dedicated to providing exceptional legal services, focusing on the unique needs of our clients.

Compensation:
Salary range: $70,000 - $85,000 per year

About Us:
Our attorneys are adept at problem-solving, listening to clients, and crafting innovative solutions tailored to individual circumstances. We pride ourselves on our responsiveness and commitment to delivering optimal outcomes for our clients.

Areas of Expertise:
  • Real Estate
  • Tax & Estate Planning
  • Business & Corporate Law
  • Litigation

Why Work With Us?
We offer a competitive benefits package, including:
  • PTO
  • Life Insurance
  • Short/Long Term Disability
  • Dental and Vision Coverage
  • 401K with company contributions
  • Bonus incentives based on firm performance

Key Responsibilities:
As a T&E Paralegal, you will:
  • Engage in initial consultations with clients and attorneys to gather essential information.
  • Organize and maintain estate files, including asset research and valuation.
  • Prepare and file legal documents, such as petitions and accountings, with the appropriate court.
  • Assist clients with the administration of estates, including managing documentation and logistics.
  • Obtain necessary tax identification numbers and draft relevant legal documents.
  • Ensure timely filing and maintain effective communication with clients.
  • Manage estate accounts, including reconciliation and preparation of court documents.
  • Travel as required for estate-related matters.

Qualifications:
The ideal candidate will possess:
  • Experience with 706 estate tax returns and estate administration.
  • A four-year degree, paralegal certificate, or equivalent experience.
  • Strong skills in accounting, written and verbal communication, and teamwork.
  • A self-motivated and detail-oriented approach to work.

We look forward to welcoming a dedicated professional to our team.