Estate and Trust Administration Paralegal

Job Description

ProspectBlue has partnered with a reputable firm in Williamsburg, VA and is seeking a candidate with a minimum of two (2) years of experience in Trust and Estate Administration. This role requires a highly organized individual capable of managing important deadlines and will ultimately evolve into a department management position.

Responsibilities:

Work directly under the supervision of the Trust and Estate Paralegal for training and task assistance

Assist in preparing and filing inventories and accountings

Draft various legal documents including:

Correspondence

Real estate deeds

Business transfer documents

Certificates of trust

Pleadings related to estate and trust administration

Support clients with trust funding and draft related transfer documents (under attorney supervision)

Maintain and update firm document templates

Collaborate closely with:

Firm attorneys

Commissioners of Accounts and auditors

Court clerks

Track and monitor suspense dates and respond to general, non-legal client inquiries

Act as a liaison between clients and attorneys

Maintain assigned client files and conduct legal research as needed

Temporary Duties:

Until the Trust and Estate Administration Paralegal role becomes full-time, this position will also:

Support the estate planning paralegals in drafting estate planning documents

Assist with general office administration

Qualifications:

Minimum 2 years' experience in Trust and Estate Administration

Strong organizational skills and ability to manage deadlines

Benefits:

Paid Time Off

Paid Holidays

401(k)

Profit Sharing

Health Insurance

Dental Insurance

Long/Short-Term Disability