Trusts & Estates Paralegal

Overview

• Join a leading law firm as a Trusts & Estates Paralegal, specializing in estate planning and trust administration.
• Draft sophisticated and complex trust agreements, including revocable and irrevocable trusts.
• Prepare estate planning documents such as wills, powers of attorney, and healthcare proxies.
• Collaborate with attorneys on advanced estate planning strategies and trust administration tasks.
• Coordinate document execution and maintain organized client files with empathetic communication.
• Work in a professional, onsite environment with a supportive team culture.
• Enjoy competitive benefits including PTO, medical coverage, and bonus eligibility.

Key Responsibilities & Duties

• Draft and review revocable, irrevocable, and other complex trust agreements.
• Prepare wills, powers of attorney, healthcare proxies, and related estate planning documents.
• Assist attorneys with advanced estate planning strategies and trust administration.
• Prepare trust funding documents, deeds, assignments, and beneficiary designations.
• Coordinate document execution and maintain organized client files.
• Demonstrate empathetic communication with clients and stakeholders.
• Support trust and estate administration tasks as needed.

Job Requirements

• Minimum of 5 years of experience as a Trusts & Estates Paralegal.
• Strong background in drafting complex trust and estate planning documents.
• Bachelor of Laws (LL.B) or equivalent educational qualification.
• Exceptional attention to detail and ability to manage multiple priorities.
• Knowledge of estate planning and trust administration processes.
• Proficiency in legal document preparation and client file management.
• Ability to work onsite in a professional office environment.