Trusts & Estate Planning Paralegal

Sheehan Phinney Bass & Green PA • Manchester, NH

22h • Hybrid

About The Position

Sheehan Phinney is a well-established, client-focused law firm with a respected Trusts & Estate Planning practice. We are a collaborative, detail-oriented team committed to delivering thoughtful solutions to our clients. This role offers a meaningful opportunity for professional growth. Based on experience, the incumbent will take on appropriate responsibility for drafting basic estate planning documents, probate filings, trust administration, funding, and related materials. Additional responsibilities include preparing and filing court documents, conducting asset inventories, and communicating with clients, beneficiaries, and financial institutions. The role also maintains records, conducts research, and prepares and organizes documents and correspondence, along with other tasks as assigned. Substantive work is billable, with a 1,400-hour annual target.

Requirements

• Bachelor’s degree or equivalent required
• 2-5 years of directly related Trusts & Estate Planning paralegal experience required
• Working knowledge of legal terminology, state probate rules, and federal estate tax regulations required
• Strong computer skills are essential, including proficiency in Microsoft Office and legal software (including e-filing platforms)

Nice To Haves

• Paralegal certification strongly preferred

Responsibilities

• Drafting basic estate planning documents
• Probate filings
• Trust administration
• Trust funding
• Preparing and filing court documents
• Conducting asset inventories
• Communicating with clients, beneficiaries, and financial institutions
• Maintaining records
• Conducting research
• Preparing and organizing documents and correspondence
• Other tasks as assigned

Benefits

• health insurance
• dental insurance
• life insurance
• disability insurance
• retirement plan
• paid time off
• 12 firm holidays
• tuition reimbursement
• paid parking

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees