Estates & Trusts Paralegal
About The Position
Do you have years of experience working as an Estate and Trust Administration Paralegal and feel ready to take your challenging and rewarding career to the next level? Join our law office and let your past successes guide clients! As a paralegal, you’ll draft estate planning documents like wills, trusts, and powers of attorney. You'll also be responsible for all aspects of Estate and Trust Administration matters. You'll prepare petitions, complete Inheritance Tax Returns, prepare accountings, and settlement agreements. You’ll have daily client interaction as you assist our attorneys with legal matters. Contact us today to be considered for this opportunity!
Requirements
- Years of experience working as an Estate and Trust Administration Paralegal
- Experience with estate plan drafting software, like Wealthcounsel.
- Experience with Lackner software.
Responsibilities
- Draft estate planning documents like wills and trusts.
- Prepare petitions, accountings, and other court documents.
- Communicate with clients to keep them apprised of case status.
- Conduct screening phone calls to determine if prospective clients are a good fit for our firm.
- Case management to ensure all deadlines are hit in a timely manner.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
1-10 employees
