Administrative Skills, Attorney, Billing, Calendar Management, Communication Skills, County Ordinances, Customer Relations, Customer Support/Service, Data Collection, Documentation, Estate Planning, File Maintenance, Healthcare, Legal, Organizational Skills, Paralegal, Probate, Record Keeping, State Laws and Regulations, Tax Returns, Time Management
Adams & Martin Group is seeking a highly skilled Estate Planning and Trusts and Estates Administration Paralegal with three to five years of experience to join our client's dynamic legal team. Candidates must be reliable, organized, and have excellent communication skills. The firm is located in Clayton, Missouri.
Key Duties and Responsibilities:
- Document Preparation: Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives under attorney supervision.
- Estate and Trust Administration: Assist attorneys with probate and trust administration tasks, including preparation of court pleadings, inventories, accountings, deeds, and related filings.
- Client Interaction: Communicate with clients, financial institutions, and other third parties to gather information and provide updates throughout the estate planning or administration process.
- File and Record Management: Organize and maintain detailed files and documentation, ensuring completeness and accuracy throughout the lifecycle of each matter.
- Legal Research: Conduct research on relevant statutes and procedures related to probate and fiduciary responsibilities.
- Deadline and Calendar Management: Track and manage important deadlines for court filings, tax returns, distributions, and other administrative obligations.
- Billing and Timekeeping: Accurately record billable time and assist with invoice preparation.
- Client Service: Provide high-level support in managing sensitive and often emotional client matters with professionalism, discretion, and empathy.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.