Trusts and Estate Planning Paralegal Job at Beacon Hill (Atlanta)

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime

Estate Planning Probate Paralegal

Dvorak Law Group is seeking an experienced and highly organized Estate Planning ...

Location

United States , Omaha

Salary:

Not provided

Dvorak Law Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or paralegal certificate from an ABA-accredited program preferred
5+ years of estate planning, trust administration, or probate paralegal experience in a law firm or financial institution
Strong knowledge of estate planning procedures, probate filings, trust administration, and related documentation
Excellent organizational skills with the ability to manage large volumes of information and multiple deadlines
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), PDF tools, and legal practice management systems
Strong attention to detail, proofreading, and document formatting skills
Excellent interpersonal and communication skills, with the ability to interact effectively with attorneys, clients, and staff
Ability to work independently and collaboratively in a fast-paced, team-oriented environment
Commitment to confidentiality, discretion, and client service
Must be willing to undergo a background check

Job Responsibility

Assist attorneys with all aspects of estate planning, trust administration, and probate matters
Draft, revise, and format estate planning documents such as wills, trusts, powers of attorney, advance directives, deeds, and related documents to firm standards
Prepare initial drafts of documents, maintain checklists, and incorporate revisions from drafting sessions
Manage the organization and administration of estate and trust files, including asset inventories, accountings, tax documents, and beneficiary correspondence
File documents with the appropriate courts and agencies to ensure compliance with state and federal requirements
Communicate directly with clients, financial institutions, and other third parties to request information, provide updates, and ensure timely responses
Coordinate workflow and delegate tasks to support teams to ensure accuracy, timeliness, and efficiency
Maintain and update estate planning and trust administration databases and client records
Support client billing matters by preparing billing letters, tracking time, and handling related administrative tasks
Organize and manage electronic and paper files in accordance with firm standards

What we offer

Group Health Insurance (shared employer/employee cost)
Group Dental Insurance (shared employer/employee cost)
Vision Insurance (employee paid)
Short-Term Disability Insurance (employee paid)
Critical Care Insurance (employee paid)
Accident Insurance (employee paid)
401(k) Plan (employee contribution/employer match)
Long-Term Disability Insurance (employer paid)
Life Insurance (employer paid)
Dependent Care FSA (employee paid)

Fulltime

Probate and Estate Planning Paralegal

Robert Half is working with a law firm in Fort Worth that is seeking an experien...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of paralegal experience in probate, estate planning, or trust administration preferred
Paralegal certificate or equivalent legal experience preferred
Strong knowledge of probate procedures and estate planning documents
Experience preparing court filings and legal correspondence
Excellent organizational and time management skills
Strong written and verbal communication skills
High level of professionalism, discretion, and client service
Proficiency in Microsoft Office Suite and legal case management software
Experience working in a law firm environment
Familiarity with court e-filing systems

Job Responsibility

Assist attorneys with all aspects of probate and trust administration
Prepare and draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives
Draft probate petitions, notices, inventories, accountings, and related court filings
File pleadings and other legal documents with probate courts
Maintain and organize physical and electronic case files
Communicate with clients, beneficiaries, financial institutions, and court personnel
Track deadlines and manage attorney calendars for probate and estate planning matters
Assist with asset collection, valuation, and distribution during estate administration
Support trust funding and post-execution estate planning matters
Conduct legal and factual research as needed

What we offer

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

Fulltime

Trusts & Estates Paralegal

A well-established regional law firm is seeking an experienced and highly motiva...

Location

United States , Pittsburgh

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5–10 years of substantive experience in estate planning and estate administration
Experience supporting probate and fiduciary matters required
Orphans’ Court litigation experience strongly preferred
Experience with business succession planning is a plus
Strong organizational and case management skills with the ability to handle multiple matters simultaneously
Excellent written and verbal communication skills
Exceptional attention to detail and ability to meet deadlines in a fast-paced environment
detail oriented demeanor and ability to interact effectively with attorneys, staff, and clients
Self-motivated, forward-thinking, and able to work independently while contributing to a collaborative team environment

Job Responsibility

Draft and prepare substantive pleadings and correspondence for contested probate and fiduciary matters
Conduct legal research and assist with preparation of memoranda on probate and estate administration issues
Prepare and manage discovery, including interrogatories, subpoenas, and document requests
Assist attorneys with case management for estate and trust litigation matters, including organizing files and tracking deadlines
Prepare estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Assist with the establishment of durable powers of attorney and medical directives
Support attorneys in developing estate planning strategies designed to minimize estate taxes and protect client assets
Assist with structuring trusts and estate plans to help clients avoid or streamline the probate process
Manage estate and trust administration matters from opening through closing, including preparation of filings and court documents
Coordinate with financial advisors, accountants, and clients throughout the estate planning and administration process

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training
competitive compensation and benefits

Trusts & Estates Paralegal

A highly regarded Am Law 200 law firm in St. Louis is seeking an experienced Tru...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Trusts & Estates Paralegal within a law firm environment
skilled in drafting and managing estate planning and probate documents
experience with gift tax returns and related filings is strongly preferred
detail-oriented
organized
comfortable handling multiple matters in a fast-paced, high-caliber practice
strong communication skills
professionalism
ability to work independently while supporting a demanding team

Job Responsibility

Support a premier private wealth practice
work closely with top-tier attorneys on sophisticated estate planning and administration matters for high-net-worth clients
preparation and review of complex trusts, estate planning documents, and related filings

What we offer

Collaborative environment
exposure to sophisticated work
competitive compensation
comprehensive benefits package
medical, vision, dental, and life and disability insurance
401(k) plan
free online training

Fulltime

Estate Planning Paralegal

A boutique estate planning law firm in Petaluma, California is seeking an experi...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Estate Planning Paralegal

Immediate need for an experienced Estate Planning Paralegal to support a boutiqu...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment
Ability to work onsite in Petaluma, CA

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

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