Estate Planning, Probate & Trust Administration Paralegal
Benefits:
401(k) matching
Dental insurance
Health insurance
Job Summary
We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will manage & support the probate & trust admin department under the supervision of our experienced Senior Associate Attorney. We are You will perform legal research, conduct meetings, and assist with client support.
Responsibilities
Act as liaison between attorney and client
Process inquiries pertaining to Probate, and Trust Administration
Ensure that case-related documents are well organized and available for review
Conduct legal research when necessary
Provide general administrative support
Communicate with clients
Attend or host in-take meetings with clients
Maintain and update documentation
Qualifications
3+ years previous experience as an Estate Planning Paralegal or similar role is preferred
Certification or Associates Degree as a Paralegal
Familiarity with legal procedures, terminology, and the court system
Strong verbal and written communication skills
Highly organized with document management experience
Excellent research skills
Comfortable Microsoft Office and case management software
Ability to multitask and work well under pressure
Extremely organized and detail oriented
Minimal mistakes made in drafting, typing, and communications
Flexible work from home options available.