Paralegal - Trusts & Estates

Bradley • Birmingham, AL

2d

About The Position

The Trust & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.

Requirements

• Bachelor's degree with ABA paralegal certification or Associates/bachelor’s degree in paralegal studies, preferred.
• 2-3 years minimum paralegal experience in Trust & Estates or Tax.
• Detail oriented with strong proofreading skills.
• Knowledge and understanding of legal principles and practices
• Ability to apply understanding and knowledge of the probate process and preparing state, and federal fiduciary income and death tax returns.
• Strong organizational and problem-solving skills.
• Superior interpersonal skills to ensure effective communication across a diverse group of internal and external clients, attorneys and staff while maintaining high level of work quality and customer service.
• Ability to handle confidential and sensitive information with appropriate discretion.
• Ability to work moderate overtime.

Responsibilities

• Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate (GEMS-Gillett Estate Management).
• Prepare securities valuations (EstateVal) and calculations for estate administration (Tiger Tables/Excel).
• Assist in drafting estate planning documents and related summary illustrations (HotDocs and IGrafx).
• Assist in drafting/proofing and recording of deeds for estates and individual clients, and complete electronic searches of land records.
• Prepare and file pleadings for estates in multiple probate courts in Alabama.
• Communicate with clients, CPAs and brokerage firms regarding estate administration and estate planning matters.
• Assist with document management, discovery and support as needed for probate and estate contest litigation matters.
• Meet with attorneys and other professionals to discuss assigned cases or projects.
• Serve as liaison between firm, clients, advisors, and beneficiaries.
• Develop and maintain records regarding billable hours spent on specific matters.
• Maintain and organize matter files, documents, and correspondence.
• Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
• Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Benefits

• Competitive salaries, commensurate with experience.
• Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
• Professional development support, including CLE tracking and training programs.
• A collaborative, inclusive, and supportive culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees