What are the responsibilities and job description for the Trust Administration and Probate Paralegal position at Anderson, Dorn & Rader, LTD?
TRUST ADMINISTRATION AND PROBATE PARALEGAL
Compassionate Estate Administration Paralegal wanted!
The position is fully in person (not remote) and may be part or full time. Note that health and retirement/401(k) benefits as well as paid holidays and PTO are only offered for full-time employees.
We are Anderson Dorn & Rader, Ltd., the Premier Estate Planning and Estate Administration Law Firm in northern Nevada. For over 30 years, we have focused on providing extraordinary services in the areas of Estate Planning and Estate Administration. We believe in long-term client relationships more than transactions. You will join an A-team that supports each other, does meaningful work, and serves our clients with care. Our firm, our team, and the services we provide are driven by our core values: Compassionate, Relationship Driven, Reliable, Growth Mindset, and Collaborative. Our mission is to educate the public on Estate Planning and Estate Administration principles to empower individuals and families throughout these legal processes and help them achieve peace of mind.
Please read to the end of this job posting for how to apply; we are not reviewing applications or resumes sent via Indeed.
What You Will Do:
- Conduct sympathetic touch points, including calls and sending sympathy cards
- Set clear timelines with clients and keep tasks moving with friendly follow-ups
- Preparation of trust administration documents, including affidavits and deeds
- Facilitate notices to beneficiaries, creditors, private and government agencies
- Coordinate or perform asset valuation when appropriate
- Create asset inventories and allocations for A/B or A/B/C trusts
- Assist Trustees with rendering a fiduciary accounting
- Draft and file all appropriate probate pleadings
- Meet with clients to review, notarize, and deliver documents
- Respond to constant client communications regarding administrative questions
- Keep precise records for all open matters and update the database with status notes
What Makes You a Great Fit:
- Estate planning, probate, or estate administration experience preferred
- Professional presence with excellent grammar and client communication
- Strong organization to juggle calendars, deadlines, and file progress
- Accountable problem solver who improves systems
- Experience with Outlook, Word, and Excel is preferred. Experience with Asana and Clio is a plus
What We Offer in Return:
● Competitive pay (dependent on experience)
● Business casual dress code
● Growth and development opportunities
● Training from the current Team Lead and Senior Trust Administration and Probate Paralegal
If you are hired as a full-time employee, we also offer the following benefits:
● Paid time off days
● All federal holidays
● Medical, dental, and vision insurance
● FSA/HSA
● 401k with employer match
If this role speaks to you, we want to hear from you.
How to Apply:
Send an email to monica@nvestateplanning.com with the subject line:
Trust Administration and Probate Paralegal – YOUR LAST NAME.
Include the following information:
1. Your name, address, and phone number, including the best time you can be reached. We can call early in the morning or after hours if necessary.
2. Attach your cover letter stating why you’re interested in the position and your resume.
3. Include your compensation history and requirements.
If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please.
Job Types: Full-time, Part-time
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $25 - $35