Job Overview
We are seeking a dedicated and detail-oriented Trusts and Estates Paralegal to join our dynamic legal team. In this role, you will provide essential support in managing estate planning, trust administration, and related legal matters. Your expertise will help ensure the smooth execution of estate documents, assist with legal research, and coordinate with clients and attorneys to uphold the highest standards of legal service. This position offers an exciting opportunity to work in a fast-paced environment where your organizational skills and legal knowledge will make a meaningful impact.
Responsibilities
- Assist attorneys with estate planning documents, including wills, trusts, powers of attorney, and advance directives.
- Manage trust administration processes, ensuring compliance with legal requirements and client instructions.
- Conduct thorough legal research using Westlaw, LexisNexis, and other legal research tools to support case preparation.
- Review and organize legal documents, contracts, and case files using document management systems such as iManage and PCLaw.
- Prepare drafts of legal correspondence, pleadings, and other documentation with attention to accuracy and clarity.
- Coordinate client interviews and gather necessary information for estate planning or trust administration cases.
- Maintain meticulous records of case activities, deadlines, and correspondence to ensure timely follow-up.
- Support attorneys with litigation tasks related to estate disputes or trust issues when necessary.
- Perform administrative duties including data entry, filing, proofreading, transcription, and managing phone etiquette to facilitate smooth office operations.
- Conduct legal research across various practice areas such as family law, securities law, tribal law & regulations, patent law, workers' compensation law, personal injury law, landlord-tenant law, environmental law, immigration law, and more.
Experience
- Proven paralegal experience supporting estate planning or trust administration is highly preferred.
- Strong knowledge of estate planning principles and UCC law (Uniform Commercial Code) as it relates to trust assets.
- Familiarity with legal case management software including Westlaw, LexisNexis, iManage, PCLaw, and document management systems.
- Excellent organizational skills with the ability to manage multiple cases simultaneously while maintaining attention to detail.
- Demonstrated research skills across various legal practice areas such as family law, securities law, tribal regulations, patent law, and litigation support.
- Exceptional writing skills for drafting legal documents and correspondence with clarity and professionalism.
- Experience in conducting interviews with clients or witnesses to gather pertinent information efficiently.
- Ability to perform administrative tasks such as filing, data entry, proofreading, transcription, and maintaining organized case files.
- Strong communication skills coupled with professional phone etiquette to interact effectively with clients and team members. Join us if you’re passionate about providing exceptional legal support in trusts and estates while advancing your career in a collaborative environment that values your expertise!
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
