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Trust and Estate Paralegal

Full-time

Gpac

About the Role

We are seeking an experienced Trust & Estate Paralegal to join our growing team in a hybrid capacity. This role is ideal for a highly organized, detail-oriented professional with extensive experience supporting attorneys in estate planning, trust administration, and probate matters. The ideal candidate will have at least 3 years of hands-on experience in trusts and estates and the ability to work both independently and collaboratively.

Key Responsibilities

Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments

Assist with trust funding and asset transfers

Manage probate and trust administration matters from initiation through closing

Prepare court filings and coordinate with probate courts

Communicate with clients, financial institutions, accountants, and advisors

Maintain case files, calendars, and deadlines

Prepare federal and state estate tax filings (experience preferred)

Assist attorneys with research and document review

Qualifications

Minimum 3 years of Trust & Estate paralegal experience

Strong knowledge of estate planning and probate procedures

Experience drafting estate planning documents independently

Familiarity with trust funding and asset retitling

Proficiency in legal practice management and document management software

Excellent written and verbal communication skills

Strong organizational skills with exceptional attention to detail

Paralegal certificate preferred but not required

Work Environment

Hybrid schedule

Collaborative and professional team environment

Competitive compensation based on experience

How to Apply

For more information or to apply, please reach out to:

Chelsey Haibeck

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Vacancy posted more than 2 months ago
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