Trusts & Estate Planning Paralegal

Job Description

Job Description

We are seeking an experienced Trusts & Estate Planning Paralegal to support a collaborative and detail-oriented legal team. The ideal candidate will have 2-5 years of directly related estate planning and probate experience, with the ability to assist with estate planning documents, probate filings, trust administration, funding, and client communications.

Responsibilities

• Draft basic estate planning documents, probate filings, trust administration documents, and related materials.

• Prepare and file court documents and probate filings.

• Assist with trust administration and estate funding matters.

• Conduct asset inventories and organize estate-related information.

• Communicate with clients, beneficiaries, financial institutions, and other involved parties.

• Maintain accurate estate planning, probate, and trust administration records.

• Conduct legal and factual research related to estate planning, probate, and trust matters.

• Prepare, organize, and maintain legal documents and correspondence.

• Assist attorneys with case and matter management.

• Ensure documents and filings comply with applicable state probate rules and federal estate tax requirements.

• Handle substantive billable work while meeting an annual 1,400-hour billing target.

• Support attorneys and the broader team with additional trusts and estates matters as needed.

Qualifications

• 2-5 years of directly related Trusts & Estate Planning paralegal experience.

• Bachelor's degree or equivalent required.

• Paralegal certification strongly preferred.

• Strong knowledge of legal terminology and estate planning concepts.

• Working knowledge of state probate rules and federal estate tax regulations.

• Strong client service and telephone communication skills.

• Exceptional attention to detail and organizational abilities.

• Strong prioritization, multitasking, and problem-solving skills.

• Ability to work independently and collaboratively.

• Professional demeanor, sound judgment, and high ethical standards.

• Strong computer skills, including Microsoft Office and legal software/e-filing platforms.

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities

Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities