Paralegal - Trust & Estates

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Salary: $85,000 - $110,000 per year

We are an established firm with 20+ years of service helping clients in estate, tax, and succession planning.

We offer competitive salary, comprehensive benefits, office perks, and a positive work environment

Job Details:

As a Permanent Paralegal in Trust & Estates, you will play an integral role in a dynamic legal team, providing top-tier legal services in the areas of trust and estate law. You will have the opportunity to work closely with a team of experienced attorneys and legal professionals, handling complex and high-value estates, trusts, and succession planning matters. This role requires a high level of professionalism, excellent communication skills, and the ability to handle sensitive and confidential information with discretion.

Responsibilities:

1. Assist attorneys in the preparation and execution of wills, trusts, estates, and related documents.
2. Conduct comprehensive research on legal matters pertaining to trust and estate law.
3. Coordinate with clients, attorneys, and financial advisors to gather information and documentation necessary for estate planning and trust administration.
4. Review and interpret wills, trusts, powers of attorney, and other estate planning documents.
5. Assist in the administration of trusts and estates, including the preparation of probate documents, estate tax returns, and accountings.
6. Provide support in the area of succession planning, including the drafting of succession plans and related documents.
7. Maintain client files and records in accordance with firm policies and procedures.
8. Stay abreast of current laws and regulations related to trust and estate law and succession planning.

Qualifications:

1. A minimum of 5 years of paralegal experience in trust and estates law, specifically with succession planning.
2. Bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is preferred.
3. Thorough understanding of trust and estates law, including wills, trusts, probate, estate tax, and succession planning.
4. Proficient in legal research and document drafting.
5. Excellent verbal and written communication skills with the ability to interact effectively with clients, attorneys, and other legal professionals.
6. Strong organizational skills with the ability to manage multiple tasks and deadlines.
7. High level of discretion and confidentiality.
8. Proficiency in legal software and Microsoft Office Suite.
9. Ability to work independently and as part of a team.
10. Commitment to providing high-quality legal services and maintaining client relationships.

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