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Trust + Estates Paralegal

Capstone Search Partners

Job Description

Job Description

The Opportunity: Trusts & Estates Paralegal

Send resumes to: View email address on ziprecruiter.com

About the Firm

This distinguished law firm is highly-awarded and proud of their excellence legacy, client commitment and unwavering commitment to integrity. The Trusts & Estates Paralegal role offers a rare opportunity to join a sophisticated and collaborative Tax, Trusts, and Estates practice within a nationally respected law firm. This paralegal play a pivotal role in supporting attorneys and professionals with direct billable services, high-level client interaction, and key administrative responsibilities. This is an ideal role for an experienced paralegal with a passion for estate planning and trust administration—someone who thrives in a high-performance environment, values precision, and seeks long-term career stability.

At this firm, you're rewarded for excellence. We invite you to join our Award-Winning practice and experience the upward mobility + career advancement you've been seeking!

Job Description

  • Prepare wills, powers of attorney, healthcare directives, asset transfers, entity formation documents, agreements and resolutions.
  • Serve as trusted liaison, attending client signings, coordinating third-party meetings, and maintaining a polished/professional presence.
  • File pleadings, record legal documents, manage deadlines, and handle document preparation with speed and accuracy.
  • Manage calendar coordination, perform invoicing, pre-bill edits, handle conflict checks and assist with time tracking.
  • Partner closely with attorneys, legal assistants, and accounting to ensure exceptional client service and seamless operations.

The Firm is Seeking

  • 4–10 years of experience as a paralegal in trusts and estates or a related legal area, and a law firm background.
  • Proactive mindset and collaborative spirit: We're seeking a driven, self-motivated and collaborative professional who excels at multitasking, prioritizing, and delivering high-quality results.
  • Exceptional communication: Strong written and verbal communication skills, discretion with confidential matters and client-first mentality.
Vacancy posted 20 days ago
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