Trusts & Estates Paralegal

Job Title

Legal Administrative Assistant

Job Description

Responsibilities: Assist attorneys with estate planning documents, including wills, trusts, powers of attorney, and related legal instruments. Prepare and review legal documents for accuracy, clarity, and compliance with applicable laws; proofread and edit drafts meticulously. Support probate and trust administration processes by organizing court filings, tracking deadlines, and coordinating with clients and third parties. Conduct interviews with clients to gather necessary information for estate planning or trust administration. Assist with document review, data entry, filing, and maintaining organized case files in a timely manner. Provide executive administrative support by managing calendars, scheduling meetings, and handling correspondence related to trust & estate matters. Collaborate with team members on litigation cases involving estate disputes or trust challenges when required.

Skills: Strong knowledge of estate planning laws, probate procedures, tribal law & regulations, securities law, workers' compensation law, personal injury law, immigration law, landlord-tenant law, family law, patent law, and litigation processes. Excellent organizational skills with the ability to manage multiple cases efficiently while maintaining attention to detail. Effective interviewing skills to gather comprehensive client information accurately. Superior writing skills for drafting legal documents, contracts, reports, and correspondence; strong proofreading abilities. Ability to perform thorough legal research and synthesize findings clearly for attorneys' review. Experience in legal administrative tasks including data entry, filing systems, document review, transcription, and clerical support within a law office setting. Exceptional phone etiquette combined with professional communication skills for client interactions and internal coordination

Requirements: Bachelor's degree and 3+ years of Trusts & Estates Paralegal experience. Paralegal Certification desirable. Excellent attention to detail. Ability to meet deadlines and work independently on multiple matters. Proficiency in Microsoft Office: Excel, Word and Outlook.