Trusts & Estate Planning Paralegal
Sheehan Phinney Bass & Green PA, Manchester, NH, United States
Sheehan Phinney is a well-established, client-focused law firm with a respected Trusts & Estate Planning practice. We are a collaborative, detail-oriented team committed to delivering thoughtful solutions to our clients.
Responsibilities
This role offers a meaningful opportunity for professional growth. Based on experience, the incumbent will take on appropriate responsibility for drafting basic estate planning documents, probate filings, trust administration, funding, and related materials. Additional responsibilities include preparing and filing court documents, conducting asset inventories, and communicating with clients, beneficiaries, and financial institutions. The role also maintains records, conducts research, and prepares and organizes documents and correspondence, along with other tasks as assigned.
Substantive work is billable, with a 1,400-hour annual target.
Knowledge, Skills and Abilities
Stong understanding of legal terminology, concepts, and practical application
Professional demeanor with a positive attitude and high ethical standards
Excellent telephone etiquette and client service skills
Strong active listening skills
Ability to thrive in a fast-paced environment
Strong prioritization, multitasking, and sound judgement
Exceptional attention to detail
Strong organizational and planning skills with initiative
Ability to work independently and collaboratively
Requirements
Bachelor’s degree or equivalent required, with 2-5 years of directly related Trusts & Estate Planning paralegal experience required. Paralegal certification strongly preferred. Working knowledge of legal terminology, state probate rules, and federal estate tax regulations required. Strong computer skills are essential, including proficiency in Microsoft Office and legal software (including e-filing platforms). EEO
Benefits
Competitive compensation and comprehensive benefits package including health, dental, life, and disability insurance
Retirement plan
Paid time off and 12 firm holidays
Tuition reimbursement
Paid parking
Flexible hybrid schedule and early Friday release summer program
If you’re looking to join a growing organization that values community and offers a place to thrive, we encourage you to submit your resume and cover letter today!
#J-18808-Ljbffr
Responsibilities
This role offers a meaningful opportunity for professional growth. Based on experience, the incumbent will take on appropriate responsibility for drafting basic estate planning documents, probate filings, trust administration, funding, and related materials. Additional responsibilities include preparing and filing court documents, conducting asset inventories, and communicating with clients, beneficiaries, and financial institutions. The role also maintains records, conducts research, and prepares and organizes documents and correspondence, along with other tasks as assigned.
Substantive work is billable, with a 1,400-hour annual target.
Knowledge, Skills and Abilities
Stong understanding of legal terminology, concepts, and practical application
Professional demeanor with a positive attitude and high ethical standards
Excellent telephone etiquette and client service skills
Strong active listening skills
Ability to thrive in a fast-paced environment
Strong prioritization, multitasking, and sound judgement
Exceptional attention to detail
Strong organizational and planning skills with initiative
Ability to work independently and collaboratively
Requirements
Bachelor’s degree or equivalent required, with 2-5 years of directly related Trusts & Estate Planning paralegal experience required. Paralegal certification strongly preferred. Working knowledge of legal terminology, state probate rules, and federal estate tax regulations required. Strong computer skills are essential, including proficiency in Microsoft Office and legal software (including e-filing platforms). EEO
Benefits
Competitive compensation and comprehensive benefits package including health, dental, life, and disability insurance
Retirement plan
Paid time off and 12 firm holidays
Tuition reimbursement
Paid parking
Flexible hybrid schedule and early Friday release summer program
If you’re looking to join a growing organization that values community and offers a place to thrive, we encourage you to submit your resume and cover letter today!
#J-18808-Ljbffr