What are the responsibilities and job description for the Paralegal - Estate Planning position at Teksky?
Key Responsibilities:
- Assist attorneys with estate planning and estate administration matters.
- Draft and prepare wills, trusts, powers of attorney, and related estate planning documents.
- Assist with trust funding, including preparation and review of related documentation.
- Prepare and review deeds and other documents related to estate planning.
- Support probate and estate administration matters.
- Assist with matters involving estate and gift tax, business entities, and related planning.
- Communicate with clients and coordinate documentation and information required for estate planning matters.
- Maintain accurate client files and manage deadlines.
- Use Smokeball or similar legal practice-management software.
Required Qualifications:
- 3 years of paralegal experience, preferably focused on estate planning and/or estate administration.
- Hands-on experience drafting estate planning documents is important.
- Experience with wills, trusts, POAs, trust funding, and deeds.
- Probate experience is preferred.
- Strong attention to detail, organization, and written communication skills.
- Experience with Smokeball is a plus.