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Job ID#: 32268
Paralegal – Estate Planning & Probate
Duties and Responsibilities:
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and advance directives
- Assist in preparation and filing of probate documents and court filings
- Coordinate signing meetings, notary services, and document execution
- Review and analyze financial documents, beneficiary designations, and asset information
- Assist attorneys with estate and trust administration, including marshaling assets, preparing inventories, and coordinating asset distributions
- Communicate with clients, financial institutions, and court personnel in a professional and courteous manner
- Maintain and organize client files, both physical and digital, in accordance with firm procedures
- Track deadlines and manage calendars related to court filings, trust funding, and other case milestones
- Support attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Form 706, Form 709, etc.)
- Perform other administrative and legal support tasks as needed
Qualifications:
- Minimum 4 years of experience as a paralegal, with at least 2 years in estate planning and/or probate law preferred
- Associate’s or bachelor’s degree; paralegal certificate from an ABA-approved program preferred
- Strong knowledge of estate planning documents, probate process, and trust administration
- Familiarity with court, state, and county filing systems, probate procedures, and relevant legal terminology
- Proficiency in Microsoft Office (Word, Excel, Outlook), document management systems, and legal billing software
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple tasks and deadlines efficiently
- High degree of discretion and confidentiality in handling sensitive client information
- Experience with legal software such as Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is helpful, but not a requirement.
