What are the responsibilities and job description for the Estate & Trust Paralegal position at Synectics Inc.?
Position Overview
The anticipated salary range is $48,500-$76,000 per year, depending on qualifications and experience.
Benefits Include
- We are seeking a detail-oriented and motivated Estate & Trust Paralegal to support attorneys in estate planning, trust administration, and elder law matters.
- The ideal candidate will have experience preparing estate planning documents, coordinating asset transfers, and assisting clients with beneficiary designations and trust funding.
- This role involves working closely with attorneys, clients, financial institutions, and other professionals to ensure estate planning documents accurately reflect clients' intentions and financial arrangements.
- Experience with long-term care planning, Medicaid trusts, and Medicaid compliance is highly desirable.
- Estate Planning Documents: Draft and prepare wills, various types of trusts, powers of attorney, healthcare directives, and other estate planning documents.
- Trust Funding and Asset Coordination: Prepare deeds, assignments, and related documents required to fund trusts and coordinate the transfer or retitling of assets.
- Client Communication: Work with clients to understand their estate planning objectives, asset distribution preferences, and beneficiary designations.
- Beneficiary Coordination: Communicate with financial institutions and other relevant parties to update beneficiary designations and align account ownership with clients' estate planning goals.
- Attorney Support: Assist attorneys with client meetings, case preparation, document review, and other legal matters.
- Research and Documentation: Conduct legal research, organize case information, and maintain accurate and accessible client records.
- Document Management: Prepare, organize, store, and retrieve legal documents using document management systems and other legal software.
- Timekeeping and Billing: Maintain accurate records of billable hours and ensure timely documentation of work performed.
- Confidentiality and Compliance: Handle sensitive client information with discretion and maintain confidentiality throughout the estate planning process.
- Additional Support: Perform other paralegal and administrative duties as assigned.
- Associate degree in Paralegal Studies or a related field.
- Strong understanding of legal terminology, principles, research methods, and legal document preparation.
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail.
- Excellent time management skills and the ability to manage multiple assignments and meet deadlines.
- Strong analytical, problem-solving, and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced legal environment.
- Demonstrated ability to handle confidential information with discretion and sound judgment.
- Proficiency in Microsoft Office Suite and related productivity software.
- Familiarity with legal document management systems.
- Bachelor's degree in Paralegal Studies or a related field.
- Completion of an ABA-approved paralegal education program.
- Experience with elder law, long-term care planning, and crisis planning matters.
- Knowledge of Medicaid trusts, Medicaid planning, and Medicaid compliance requirements.
- Previous experience drafting estate planning documents and coordinating trust funding and asset transfers.
The anticipated salary range is $48,500-$76,000 per year, depending on qualifications and experience.
Benefits Include
- Health, dental, and vision insurance.
- 401(k) retirement plan.
- Health Savings Account (HSA) and Flexible Spending Account (FSA).
- Life and disability insurance.
- Paid time off (PTO).
- Employee Assistance Program (EAP).
- Professional development assistance.
- Employee referral program.
Salary : $48,500 - $76,000