What are the responsibilities and job description for the Estate Planning & Transactional Paralegal position at Worden Thane P.C.?
Company Description
Worden Thane P.C. has served the Missoula community for over 90 years, offering high-quality, affordable legal services to both individuals and businesses. A member of Meritas, a global affiliation of law firms, Worden Thane P.C. leverages this network to provide exceptional client support beyond its local region. With a cost-conscious and client-focused approach, the firm is dedicated to achieving practical and effective results for its clients.
In order to best serve our clients, we are seeking an experienced and highly motivated full-time paralegal to support our fast-paced Estate Planning and Transactional Department. The ideal candidate should have a minimum of five years of experience in estate planning, trust administration, probate, and guardianship matters. We are looking for a professional who thrives in a collaborative environment, values teamwork, and delivers exceptional client service.
Key Responsibilities:
A successful candidate will demonstrate proficiency in:
- Drafting comprehensive estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives (living wills), and related ancillary documents;
- Preparing pleadings and filings for trust, probate, and guardianship proceedings, including petitions, motions, inventories, accountings, and notices;
- Communicating effectively with clients, beneficiaries, third parties, and courts to gather, organize, and distribute information;
- Maintaining organized client files and proactively managing deadlines;
- Collaborating with attorneys, legal assistants, interns, and clients to ensure efficient case management;
- Accurately tracking billable and administrative time.
Qualifications:
The ideal candidate will be detail-oriented, organized, and self-motivated, with a strong commitment to producing high-quality work.
Qualifications include:
- At least five years of relevant experience in estate planning, trust administration, probate, and guardianships;
- Familiarity with Montana probate and guardianship rules and procedures;
- Experience drafting and filing pleadings in Montana courts;
- Ability to work both independently and collaboratively while managing multiple priorities and deadlines;
- Strong writing, proofreading, research, and verbal communication skills.
Technical Skills:
- Proficiency in Microsoft Office Suite
- Experience with Adobe software
- Familiarity with document management and electronic filing systems preferred
Worden Thane P.C. offers the opportunity to work in a professional, team-oriented environment dedicated to providing excellent legal services to our clients. Upon hire, the candidate will have a competitive compensation and benefits package.