Paralegal Trust & Estate

Title

Trust and Estates Paralegal

Department

Trusts, Estates, Fiduciaries & Family Business Practice Group

FLSA Status

Non - Exempt

Summary

This paralegal position provides support to the attorneys in the estate planning, business-succession planning, fiduciary litigation, and fiduciary advice practice groups.  Responsibilities include assisting the attorneys in the preparation of estate planning documents, deeds and beneficiary designation forms; preparation of certain business-planning related documents such as assignments; attending and assisting in client meetings with execution of documents; assisting with client communications; preparing closing binders and electronic transcripts of estate planning and business planning documents, assisting with corporate and court filings; obtaining Tax ID numbers; assisting with billing; assisting with electronic productions of documents and secure file sharing;  and assisting with managing certain administrative tasks for the attorneys. 

Essential Job Functions

• Ability to respond quickly to changing priorities and to be self-motivated, with the ability to work independently as well as part of a team.
• Excellent organizational, project-management and calendaring skills.
• Great client skills.
• Outstanding oral and written communication skills.
• Excellent document management skills.
• Great work ethic.
• Attentive to detail and able to multi-task.
• A professional attitude and professional engagement with clients and team members are essential.
• Able to handle confidential and sensitive information with discretion
• Detail oriented and able to multi-task and work within deadlines
• Using software to assist with the preparation of estate planning documents.
• Participation in meetings with clients, attorneys and advisors during the estate planning and estate-administration process.
• Communicate professionally and timely with clients, family members, trustees, other attorneys and professionals.

Necessary Knowledge, Skills and Abilities

• Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
• Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
• Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign;
• Proficient in or willing to learn software for secure file sharing and billing.
• Experience with XPressDox a plus.
• Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
• Retain a high level of flexibility and resourceful problem solving.
• Exceptional verbal and written communication skills.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.

Educational and Experience Requirements

• Bachelor’s degree or equivalent education and work experience;
• At least two plus years of experience in a professional services firm with a concentration in estate planning, corporate work or litigation.  

Work Environment and Physical Demands

• Ability to work extended hours when necessary, although this is rarely requested.
• Normal office environment; no unusual physical demands.
• In office position