Paralegal

• Guide trust administration matters through each stage, from opening files to supporting final asset distribution
• Draft and assemble notices, inventories, correspondence, and other case-related documentation required for trusts and estate matters
• Maintain litigation and administration calendars by monitoring filing dates, hearings, and other critical deadlines
• Partner with clients to gather financial records, estate information, and supporting documents needed for active matters
• Support discovery efforts by organizing responses, preparing document productions, and assisting with interrogatories and related requests
• Coordinate filings, service of documents, and other procedural steps to help matters move forward smoothly
• Prepare exhibits, case materials, and binders for mediation, hearings, and trial preparation
• Keep electronic case files current and well organized in case management platforms while ensuring next steps are clearly documented
• Work with attorneys and staff to follow established workflows, maintain consistency across matters, and support firm procedures

• At least 3 years of paralegal experience, preferably within trusts and estates, probate, or civil litigation
• Working knowledge of discovery processes, litigation support, and trial preparation activities
• Ability to manage multiple active matters while maintaining accuracy and close attention to detail
• Strong written and verbal communication skills for interacting with attorneys, clients, and internal staff
• Experience tracking court dates, deadlines, and case milestones in a fast-paced legal setting
• Comfort working independently while following defined processes and established legal workflows
• Proficiency with Clio or comparable case management software is preferred

Proficiency with Clio or comparable case management software

• Medical
• Vision
• Dental
• Life and disability insurance
• 401(k) plan