Summary Join a highly respected, collaborative law firm where you'll take on substantive trusts and estates work while continuing to grow your expertise alongside an experienced legal team. This role offers hands-on responsibility across estate planning, probate, and trust administration, with direct client interaction and meaningful opportunities for professional development and mentorship. What You'll Do - Draft basic estate planning documents and related materials.
- Prepare probate filings and court documents.
- Support trust administration, funding, and estate matters.
- Conduct asset inventories and organize financial information.
- Communicate with clients, beneficiaries, and financial institutions.
- Prepare and electronically file legal documents.
- Conduct legal and case-related research.
- Maintain accurate client files, records, and correspondence.
- Manage substantive billable work toward a 1,400-hour annual target.
What You'll Need - Bachelor's degree or equivalent.
- 2–5 years of directly related Trusts & Estate Planning paralegal experience.
- Working knowledge of state probate rules and procedures.
- Working knowledge of federal estate tax regulations.
- Strong understanding of legal terminology and its practical application.
- Experience preparing and filing legal documents, including e-filing.
- Strong Microsoft Office and legal software skills.
- Exceptional organization, prioritization, and attention to detail.
- Strong written, verbal, and client communication skills.
- Ability to work independently and collaboratively in a fast-paced legal environment.
What Would Be a Plus - Paralegal certification.
- Broader experience across estate planning, probate, and trust administration.
- Experience communicating directly with beneficiaries and financial institutions.
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