Trust and Estate Administration Paralegal

• Drafting legal documents documents and correspondence
• Draft court filings and other government filings (IRS and Secretary of State)
• Gathering and reviewing documentation from clients and third parties to determine tasks of administration and case priorities
• Asset and creditor evaluation and analysis
• Perform and assist in tasks for funding trusts and entities, including titling and retitling of assets
• Attorney/Client meetings and communication, including with other professionals and advisors
• Assist in preparation of 706/709 Estate and Gift tax returns
• Draft other legal documents, such as Estate Planning documents, Entity formation and operations documents, pre/post martial planning documents
• Providing support to and working with a senior paralegal
• Performing general file management, including file (physical and digital) creation, routine maintenance and closure

• 2 years of experience of working in a professional services environment
• Strong and professional client relations skills
• Strong computer skills including Microsoft Word, Excel, Outlook and digital documents
• Exceptional skills for project/case organization and attention to detail
• At least 2 years of paralegal or comparable experience in a legal or services setting
• Background supporting trust and estate administration, probate, estate planning, or related transactional legal work
• Strong ability to build client relationships and communicate effectively with attorneys and external contacts
• Proficiency with Microsoft Word, Excel, Outlook, and digital document management tools
• Excellent organizational skills with the ability to manage deadlines, priorities, and detailed case materials
• High level of accuracy, discretion, and attention to detail when handling sensitive legal and financial information
• Experience with estate tax, fiduciary matters, or related filings is strongly preferred

Experience with estate tax, fiduciary matters, or related filings is strongly preferred

• health insurance
• dental insurance
• vision insurance
• 401k
• life and disability insurance
• PTO
• HSA
• FSA
• FMLA
• paid holidays
• free covered parking