CHIEF ESTIMATOR--CONSTRUCTION--IMMEDIATE

Paralegal — Estate Administration
Our client, a wellestablished law firm with a respected Estate Planning and Estate Administration practice, is seeking a seasoned Paralegal — Estate Administration to join its growing Tupelo team. This is an opportunity to step into an experienced, collaborative group and take immediate ownership of probate and trust administration matters from opening through closing — working directly with clients during one of the most important and personal moments of their lives.
This position will primarily support the firm's Managing Partner, an experienced and highly engaged attorney with a busy estate planning and estate administration practice, with a primary focus on estate administration. The successful candidate will join an established team that already includes an experienced estate planning paralegal and two estate administration paralegals — adding capacity and expertise to a well run, growing practice rather than building one from scratch. Draft, prepare, collect, organize, and file estate administration documents, trust administration records, real estate title documents, deeds, and memoranda of trust
Obtain documents and records from clients, state agencies, and local agencies
Review client financial information; audit documents for accuracy; draft estate tax analysis
Prepare final estate planning letters, including executed documents and trust funding recommendations covering investment accounts, real estate, life insurance, and retirement assets
Proofread legal documents for accuracy and consistency
Maintain organized digital files in iManage and paper files as required
Communicate professionally and compassionately with clients in person, by phone, and virtually
High level of computer literacy, including proficiency in MS Office (Excel and PDF) and document management systems; A collaborative approach that complements an established team of estate planning and estate administration paralegals
~ Work alongside an experienced, engaged Managing Partner and a tenured team of paralegals who collaborate and support one another