What are the responsibilities and job description for the Paralegal position at Bradley Arant Boult Cummings LLP?
Position Summary:
The Trust & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.
The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.
Key Responsibilities:
- Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate (GEMS-Gillett Estate Management).
- Prepare securities valuations (EstateVal) and calculations for estate administration (Tiger Tables/Excel).
- Assist in drafting estate planning documents and related summary illustrations (HotDocs and IGrafx).
- Assist in drafting/proofing and recording of deeds for estates and individual clients, and complete electronic searches of land records.
- Prepare and file pleadings for estates in multiple probate courts in Alabama.
- Communicate with clients, CPAs and brokerage firms regarding estate administration and estate planning matters.
- Assist with document management, discovery and support as needed for probate and estate contest litigation matters.
- Meet with attorneys and other professionals to discuss assigned cases or projects.
- Serve as liaison between firm, clients, advisors, and beneficiaries.
- Develop and maintain records regarding billable hours spent on specific matters.
- Maintain and organize matter files, documents, and correspondence.
- Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
- Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
Job Requirements:
- Bachelor's degree with ABA paralegal certification or Associates/bachelor’s degree in paralegal studies, preferred.
- 2-3 years minimum paralegal experience in Trust & Estates or Tax.
- Detail oriented with strong proofreading skills.
- Knowledge and understanding of legal principles and practices
- Ability to apply understanding and knowledge of the probate process and preparing state, and federal fiduciary income and death tax returns.
- Strong organizational and problem-solving skills.
- Superior interpersonal skills to ensure effective communication across a diverse group of internal and external clients, attorneys and staff while maintaining high level of work quality and customer service.
- Ability to handle confidential and sensitive information with appropriate discretion.
- Ability to work moderate overtime.
Why Join Bradley?
We offer more than just a job — we provide a place to build your career. Bradley offers:
- Competitive salaries, commensurate with experience.
- Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
- Professional development support, including CLE tracking and training programs.
- A collaborative, inclusive, and supportive culture.