What are the responsibilities and job description for the Trusts & Estates Paralegal position at Tucker Ellis LLP?
Trusts & Estates Paralegal – Cleveland, OH
Tucker Ellis LLP is seeking an experienced Trusts & Estates Paralegal to join our Cleveland office.
This role offers a hybrid schedule with four days in-office and one flexible work-from-home day per week.
Key Responsibilities
At Tucker Ellis, we value our employees and provide a robust benefits package to support their well-being:
Tucker Ellis LLP is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other status protected by law. We value diversity and are committed to creating an inclusive environment for all employees.
Non-Solicitation Statement
Please note that Tucker Ellis LLP does not accept unsolicited resumes from third-party recruiters. Any unsolicited resumes sent to our employees or offices will become the property of Tucker Ellis LLP, and no placement fees will be paid.
Tucker Ellis LLP is seeking an experienced Trusts & Estates Paralegal to join our Cleveland office.
This role offers a hybrid schedule with four days in-office and one flexible work-from-home day per week.
Key Responsibilities
- Assist with probate and trust administration, including preparing necessary filings and correspondence.
- Prepare and review estate planning documents, including wills, trusts, and powers of attorney.
- Coordinate asset transfers, distributions, and funding of trusts.
- Draft and file court documents related to estate and trust matters.
- Communicate directly with clients, financial institutions, and other professionals to facilitate estate and trust administration.
- A minimum of four years of experience of being a paralegal or legal assistant in trusts & estates, preferably with high-net-worth clients.
- Strong background in probate and trust administration.
- Experience preparing federal estate tax returns is a plus.
- Excellent communication skills with the ability to engage in significant direct client contact
At Tucker Ellis, we value our employees and provide a robust benefits package to support their well-being:
- Day 1 Benefits : Medical, dental, and vision insurance coverage.
- Paid Time Off : PTO begins to accumulate immediately, plus paid holidays.
- Retirement Plan : 401(k) plan with a profit-sharing contribution.
- Monthly Contributions : Parking and technology stipends to support your commute and workspace needs. Annual HSA Contribution.
- In Office Perks: Firm contributions to weekly in office meal deliveries, yoga sessions, chair massages, and more!
Tucker Ellis LLP is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other status protected by law. We value diversity and are committed to creating an inclusive environment for all employees.
Non-Solicitation Statement
Please note that Tucker Ellis LLP does not accept unsolicited resumes from third-party recruiters. Any unsolicited resumes sent to our employees or offices will become the property of Tucker Ellis LLP, and no placement fees will be paid.
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