Estate Planning, Probate & Trust Administration Paralegal
Job Summary
We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will provide support to our founding and lead attorney and assist in all phases of the estate planning process. We are also looking for a professional with experience working in the areas of probate and trust administration. You will perform legal research, conduct meetings, and assist with client support.
Responsibilities Act as liaison between attorney and clientProcess inquiries pertaining to Estate Planning, Medicaid, Funding, Probate, and Trust AdministrationEnsure that case-related documents are well organized and available for reviewConduct legal research when necessaryProvide general administrative supportCommunicate with clientsAttend or host in-take meetings with clientsMaintain and update documentationQualifications 3+ years previous experience as an Estate Planning Paralegal or similar roleCertification or Associates Degree as a ParalegalFamiliarity with legal procedures, terminology, and the court systemStrong verbal and written communication skillsHighly organized with document management experienceExcellent research skillsComfortable with Microsoft Office and case management softwareAbility to multitask and work well under pressureExtremely organized and detail orientedMinimal mistakes made in drafting, typing, and communications
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