JOB DESCRIPTION:
The ideal candidate is organized with strong attention to detail and excellent writing and
communication skills. Given the high volume of client and court contact, this candidate must be
able to communicate empathetically as well as efficiently. The team structure of the firm requires
an ability to work effectively and with a variety of professionals, including attorneys, financial
advisors and court departments.
Responsibilities include all areas of estate planning and trust administration including
but not limited to drafting correspondence, trusts, wills, powers of attorney, asset transfer
documents, and trust administration; communicating with clients,
beneficiaries and heirs; filing and serving trust administration documents;
interacting with the courts and administrative departments; and organizing and maintaining
client files.
JOB REQUIREMENTS:
Bachelor’s Degree
Paralegal Certificate from ABA approved Paralegal Program
Proficiency in Microsoft Office Suite, including Word, and Excel
Experience in field preferred but not required
JOB TYPE: Full-time (Monday-Friday), On Site
BENEFITS:
 Heath insurance
 Dental insurance
 Paid Vacation
 Paid Sick Leave