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We are seeking an experienced Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning, and case management. The ideal candidate should possess an in-depth knowledge of the preparation and management of estate planning documents, trusts, wills, powers of attorney, health care proxies, and other ancillary estate planning documents.
Job Responsibility:
Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems
Requirements:
At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents
Degree in Law or Paralegal Studies is preferable
Must have excellent communication skills, both written and verbal
Ability to work under pressure and meet tight deadlines
Strong organizational skills and attention to detail
Must possess excellent research and report-writing skills
Adept at using legal research software and other related software
Ability to maintain confidentiality and handle sensitive information with discretion
Must possess a high level of professional integrity
Nice to have:
Degree in Law or Paralegal Studies
Proficiency in probate, probate & estate administration, and probate law
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return
Demonstrated skills in proofreading legal documents
Adept at using legal research software and other related software
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