Trusts & Estate Planning Paralegal

We are seeking an experienced Trusts & Estate Planning Paralegal to support a collaborative and detail-oriented legal team. The ideal candidate will have 2-5 years of directly related estate planning and probate experience, with the ability to assist with estate planning documents, probate filings, trust administration, funding, and client communications.

Responsibilities

• Draft basic estate planning documents, probate filings, trust administration documents, and related materials.
• Prepare and file court documents and probate filings.
• Assist with trust administration and estate funding matters.
• Conduct asset inventories and organize estate-related information.
• Communicate with clients, beneficiaries, financial institutions, and other involved parties.
• Maintain accurate estate planning, probate, and trust administration records.
• Conduct legal and factual research related to estate planning, probate, and trust matters.
• Prepare, organize, and maintain legal documents and correspondence.
• Assist attorneys with case and matter management.
• Ensure documents and filings comply with applicable state probate rules and federal estate tax requirements.
• Handle substantive billable work while meeting an annual 1,400-hour billing target.
• Support attorneys and the broader team with additional trusts and estates matters as needed.
  
  

Qualifications

• 2-5 years of directly related Trusts & Estate Planning paralegal experience.
• Bachelor's degree or equivalent required.
• Paralegal certification strongly preferred.
• Strong knowledge of legal terminology and estate planning concepts.
• Working knowledge of state probate rules and federal estate tax regulations.
• Strong client service and telephone communication skills.
• Exceptional attention to detail and organizational abilities.
• Strong prioritization, multitasking, and problem-solving skills.
• Ability to work independently and collaboratively.
• Professional demeanor, sound judgment, and high ethical standards.
• Strong computer skills, including Microsoft Office and legal software/e-filing platforms.