Paralegal

Estates and Trusts Paralegal

The Estates and Trusts Paralegal will play a crucial role in assisting attorneys in handling estate planning, probate, and trust administration matters. This position requires a strong understanding of estate and trust law, along with meticulous attention to detail and organizational skills.

Responsibilities

• Estate Planning:
• Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
• Research and analyze relevant estate planning laws and regulations.
• Gather and review client information to prepare estate planning documents accurately.
• Prepare and file estate planning documents with the appropriate courts and agencies.
• Probate:
• Prepare and file petitions for probate, guardianship, and other court proceedings.
• Obtain necessary court orders and documents for probate administration.
• Manage and distribute assets according to the terms of wills and trusts.
• Prepare and file tax returns for estates and trusts.
• Trust Administration:
• Assist in the administration of revocable and irrevocable trusts.
• Prepare and file trust accountings and tax returns.
• Communicate with beneficiaries, trustees, and other parties involved in trust matters.
• Monitor trust investments and ensure compliance with trust terms.

Qualifications

• Bachelor's degree in Paralegal Studies, Legal Studies, or a related field.
• Minimum of 3 years of experience as an Estates and Trusts Paralegal.
• Strong understanding of estate planning, probate, and trust administration laws and procedures.
• Excellent research, analytical, and writing skills.
• Proficient in Microsoft Office Suite and legal research databases.
• Highly organized and detail-oriented.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.