Trusts & Estate Planning Paralegal
Sheehan Phinney Bass & Green PA•Manchester, NH
•Hybrid
About The Position
Sheehan Phinney is a well-established, client-focused law firm with a respected Trusts & Estate Planning practice. The firm is a collaborative, detail-oriented team committed to delivering thoughtful solutions to clients. This role offers a meaningful opportunity for professional growth. Based on experience, the incumbent will take on appropriate responsibility for various tasks related to trusts and estate planning. Substantive work is billable, with a 1,400-hour annual target.
Requirements
- Bachelor’s degree or equivalent
- 2-5 years of directly related Trusts & Estate Planning paralegal experience
- Working knowledge of legal terminology, state probate rules, and federal estate tax regulations
- Strong computer skills, including proficiency in Microsoft Office and legal software (including e-filing platforms)
Nice To Haves
- Paralegal certification
Responsibilities
- Drafting basic estate planning documents
- Probate filings
- Trust administration
- Funding and related materials
- 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
- Competitive compensation
- Comprehensive benefits package
- Health insurance
- Dental insurance
- Life insurance
- Disability insurance
- Retirement plan
- Paid time off
- 12 firm holidays
- Tuition reimbursement
- Paid parking
- Flexible hybrid schedule
- Early Friday release summer program
- Work-life balance
- Opportunities to grow your network
- Learn from a tenured team
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
