Trust & Estates Paralegal

Overview

• Support the Wealth Planning department as a Temporary Paralegal specializing in Trust & Estate matters.
• Assist with drafting and reviewing legal documents related to trustee succession and trust attributes.
• Collaborate in a hybrid work environment, with both in-office and remote workdays.
• Engage in special projects and trust summaries as assigned by the team.
• Contribute to the department's operations with high attention to detail and accuracy.
• Temporary position with potential for extension or conversion to permanent employment.
• Opportunity to work in a dynamic and collaborative legal environment.

Key Responsibilities & Duties

• Draft Receipt & Release forms, Successor Trustee Release forms, and other trustee succession-related paperwork.
• Prepare Trust Key Attributes forms to profile basic trust characteristics.
• Draft Promissory Notes and other legal documents as required.
• Summarize trust details and provide comprehensive reports for internal use.
• Assist with special projects assigned by the Wealth Planning department.
• Ensure compliance with legal standards and organizational policies in all documentation.
• Collaborate with team members to streamline processes and improve efficiency.

Job Requirements

• Bachelor of Science degree required, preferably in a related field.
• Minimum of 3 years of experience as a paralegal, with expertise in Trust & Estate matters.
• Proficiency in drafting legal documents and summarizing complex trust details.
• Strong organizational skills and attention to detail for managing multiple tasks.
• Ability to work independently and collaboratively in a hybrid work environment.
• Knowledge of legal standards and practices related to trust administration.
• Excellent communication skills for effective interaction with team members and stakeholders.