Estate and Trust Administration Paralegal
Boutique Recruiting, Williamsburg, VA, United States
Position Title:
Estate and Trust Administration Paralegal
The Estate and Trust Administration Paralegal plays a crucial role in supporting the firm’s estate planning and tax planning practice. This position requires a detail-oriented individual who can manage various administrative tasks related to probate and trust administration. Daily responsibilities include drafting documents and maintaining client files while collaborating with attorneys and court clerks. The ideal candidate will thrive in a professional yet friendly environment, contributing to a small, dedicated team. This role offers opportunities for growth, including the potential to manage the department in the future.
Estate And Trust Administration Paralegal Responsibilities
Assist with probate and trust administration
Prepare and file inventories and accountings
Draft documents such as correspondence, real estate deeds, business transfer documents, certificates of trust, and probate and trust pleadings
Help clients with trust funding issues
Draft funding transfer documents under attorney supervision
Maintain firm templates
Work with attorneys, court clerks, and auditors
Track deadlines and suspense dates
Answer non-legal client questions
Act as liaison between client and attorney
Maintain client files
Estate And Trust Administration Paralegal Requirements
2+ years of Trust & Estate Administration experience as a paralegal
High school diploma
Proficiency in Word and Outlook
Bachelor's degree is preferred
Benefits
Medical +Dental and Vision coverage
Short and long-term disability provided
401K with a 3% contribution + Profit sharing
PTO + Holidays
If you are an Estate and Trust Administration Paralegal looking to take the next step in your career, apply now!
#J-18808-Ljbffr
Estate and Trust Administration Paralegal
The Estate and Trust Administration Paralegal plays a crucial role in supporting the firm’s estate planning and tax planning practice. This position requires a detail-oriented individual who can manage various administrative tasks related to probate and trust administration. Daily responsibilities include drafting documents and maintaining client files while collaborating with attorneys and court clerks. The ideal candidate will thrive in a professional yet friendly environment, contributing to a small, dedicated team. This role offers opportunities for growth, including the potential to manage the department in the future.
Estate And Trust Administration Paralegal Responsibilities
Assist with probate and trust administration
Prepare and file inventories and accountings
Draft documents such as correspondence, real estate deeds, business transfer documents, certificates of trust, and probate and trust pleadings
Help clients with trust funding issues
Draft funding transfer documents under attorney supervision
Maintain firm templates
Work with attorneys, court clerks, and auditors
Track deadlines and suspense dates
Answer non-legal client questions
Act as liaison between client and attorney
Maintain client files
Estate And Trust Administration Paralegal Requirements
2+ years of Trust & Estate Administration experience as a paralegal
High school diploma
Proficiency in Word and Outlook
Bachelor's degree is preferred
Benefits
Medical +Dental and Vision coverage
Short and long-term disability provided
401K with a 3% contribution + Profit sharing
PTO + Holidays
If you are an Estate and Trust Administration Paralegal looking to take the next step in your career, apply now!
#J-18808-Ljbffr