Paralegal/Administration

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.