Legal Assistant/Paralegal-Estate Planning

Overview

We are seeking a dynamic and detail-oriented Legal Assistant/Paralegal specializing in Estate Planning to join our dedicated legal team. This role offers an exciting opportunity to support estate and trust administration, assist with complex legal research, and manage a variety of legal documents with precision. The ideal candidate will thrive in a fast-paced environment, demonstrate exceptional organizational skills, and possess a passion for delivering high-quality legal support.

Important: To Apply

Include a cover letter and resume. Following these instructions is part of our evaluation process and only qualified candidates who comply will be considered. No phone calls, please.

Duties

· Manage estate administration process from beginning to end for multiple estates

· Prepare probate and administration documents for formal and informal proceedings

· Collect, analyze and organize decedent’s financial records, including tax returns, trust agreements, gift tax returns and financial statements

· Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate

· Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds

· Consider post-mortem estate planning and prepare disclaimer documents

· Prepare U.S. and non-resident estate tax and inheritance tax return;

· Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts

· Compile materials required in connection with an audit of estate and/or inheritance tax returns

· Prepare and file Accountings and related settlement documents

· Assist attorneys, as needed, in connection with drafting of wills, trusts and other estate planning documents.

Skills

This position requires excellent organizational skills to maintain a high volume of documents, excellent attention to detail, strong communication skills, accurate typing and proofreading skills, and the ability to handle several projects at one time and meet multiple deadlines in a fast-paced environment.

The qualified candidate must be technology savvy with a strong knowledge in working with Microsoft Office (Word, Outlook, PowerPoint and Excel) and have experience using a legal time and billing system.

College degree and/or paralegal certificate is preferred and Notary is required.

Pay: $58,251.99 - $63,993.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Life insurance
• Paid sick time
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Do you have experience working with estate planning?

Work Location: In person

Salary : $58,252 - $63,993