Senior Accountant

Estate Planning Paralegal for Castle Rock Law Firm

This Jobot Job is hosted by: Jade Greenlee
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $80,000 per year

A bit about us:

We are an estate planning Law Group located in Castle Rock Colorado.

Why join us?

• Health Insurance
• STD/LTD
• 401K with match
• Work Life Balance

Job Details

Job Details:

We are seeking a highly motivated, detail-oriented, and experienced Permanent Estate Planning Paralegal to join our dynamic legal team. This position requires a deep understanding of estate planning, guardianship, and trust administration. The successful candidate will have a minimum of 5 years of experience in a similar role and will be responsible for supporting attorneys in our Estate Planning practice group. This role demands an individual who can manage multiple tasks, meet deadlines, and maintain a high level of professional conduct.


Responsibilities:

1. Assist attorneys in drafting estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
2. Manage all aspects of trust administration, including maintaining accurate records, coordinating with financial institutions, and ensuring compliance with all legal requirements.
3. Conduct legal research and prepare legal documents related to estate planning and administration, such as probate petitions, estate tax returns, and accountings.
4. Provide support in guardianship cases, including preparing petitions for guardianship, coordinating with medical professionals, and ensuring compliance with court reporting requirements.
5. Communicate with clients, financial institutions, and court personnel in a professional and timely manner.
6. Maintain an up-to-date knowledge of laws and regulations related to estate planning, trust administration, and guardianship.
7. Assist with case management, including maintaining client files, tracking deadlines, and coordinating with other team members to ensure efficient and effective case handling.

Qualifications:

1. A minimum of 5 years of experience as a Paralegal in Estate Planning, Trust Administration, or a related field.
2. A Paralegal certificate from an ABA-approved program or equivalent education and experience.
3. Proven experience in drafting and reviewing estate planning documents, managing trust administration, and providing support in guardianship cases.
4. Excellent research skills and a strong understanding of legal principles related to estate planning and administration.
5. Superior organizational skills, with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
6. Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, financial institutions, and court personnel.
7. Proficiency in using legal research tools and software, such as Westlaw or LexisNexis, and Microsoft Office applications.
8. A high level of integrity, discretion, and confidentiality.

This is an excellent opportunity for an experienced Estate Planning Paralegal to join a dynamic and growing legal team. If you are a dedicated professional with a passion for estate planning and administration, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy