Paralegal

Estate & Trust Paralegal

Join a well-established legal team where your attention to detail and organizational skills will play a key role in supporting meaningful, client-focused work. This opportunity offers a collaborative environment, exposure to a wide range of estate planning and administration matters, and the ability to work closely with experienced professionals. Ideal for someone who enjoys managing multiple priorities, working directly with clients, and being a vital part of the legal process from start to finish.

Key Responsibilities:

• Partner with legal professionals to prepare a variety of estate planning documents such as wills, trust agreements, powers of attorney, and advance healthcare directives.
• Assist with the administration of estates and trusts by gathering financial details, organizing asset information, coordinating valuations, and supporting the transfer and distribution process.
• Draft and submit required court filings related to probate and estate matters, including petitions, inventories, and accountings, for both routine and contested cases.
• Perform research on topics related to estate law, trust administration, and applicable tax matters; compile summaries and supporting documentation for review.
• Serve as a point of contact for clients and external parties (financial institutions, advisors, and other stakeholders) to collect information and provide updates.
• Support the preparation of financial reports for estates and trusts, monitor transactions, assist with bill payments, and help coordinate tax-related documentation.
• Maintain organized records, manage deadlines, and track multiple matters simultaneously to ensure timely completion of tasks.

Qualifications:

• Prior experience supporting estate planning and/or trust and estate administration required; formal paralegal training or equivalent experience preferred.
• Exposure to probate processes and court-related filings is a plus.
• Strong attention to detail with the ability to stay organized in a fast-paced environment.
• Capable of handling multiple priorities and meeting deadlines with minimal supervision.
• Proficiency with standard office software (Word, Excel, Outlook); familiarity with document or case management systems is beneficial.
• Strong communication skills with the ability to interact professionally with internal teams and external contacts.
• Self-motivated, collaborative, and able to take initiative while working independently.