Trust & Estates Paralegal
Found in: Resume Library US A2 - 2 weeks ago
Key Responsibilities:
Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations
Manage trust administration, probate, and conservatorships
Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements
File court documents, including e-filing
Coordinate court appearances and organize case files for hearings
Act as a liaison with clients, law firms, trustees, settlement brokers, financial advisors, bond companies, court clerks, and other stakeholders
Requirements
Possess a minimum of 3 years of experience in trust & estates law or a related field
Full-time office availability
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance
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