What are the responsibilities and job description for the Trust and Estate Paralegal position at W3Global?
A well-established corporate law firm is seeking an experienced Trust & Estate Paralegal to join its growing trusts and estates practice. The ideal candidate will have strong knowledge of trusts, estates, probate, and estate administration and be comfortable managing multiple matters from initial planning through completion.
Key Responsibilities
Key Responsibilities
- Assist attorneys with the preparation, review, and execution of wills, revocable and irrevocable trusts, powers of attorney, advance directives, and other estate planning documents.
- Prepare and file probate petitions, trust administration documents, court forms, and related filings.
- Manage probate and estate administration deadlines, court calendars, and procedural requirements.
- Assist with asset identification and collection, beneficiary communications, creditor notices, accountings, and distributions.
- Support estate planning involving business interests, entity transfers, fiduciary appointments, and succession planning.
- Draft client correspondence, status updates, summaries, and memoranda regarding estate and trust matters.
- Conduct legal research involving trusts, estates, probate, and related corporate matters.
- Review financial and tax information and coordinate with accountants, tax advisors, and other professionals.
- Maintain accurate, organized case files and electronic records.
- Communicate professionally with clients, fiduciaries, beneficiaries, attorneys, accountants, and other advisors.
- 3 years of trust and estate paralegal experience preferred.
- Strong understanding of estate planning, probate, and trust administration.
- Experience preparing and filing probate and estate-related documents.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple matters, deadlines, and priorities independently.
- Experience working with attorneys, clients, fiduciaries, and financial/tax professionals.
- Corporate or business succession planning experience is a plus.
Salary : $60,000 - $750,000