Trusts & Estates Paralegal

Trusts & Estates Paralegal Overview

• Join a distinguished law firm as a Trusts & Estates Paralegal, specializing in estate planning and trust administration.
• Draft and manage complex trust agreements, including revocable and irrevocable trusts, ensuring precision and compliance.
• Prepare essential estate planning documents such as wills, powers of attorney, and healthcare proxies with meticulous attention to detail.
• Collaborate closely with attorneys to develop advanced estate planning strategies and oversee trust administration tasks.
• Coordinate document execution processes while maintaining organized and secure client files.
• Engage empathetically with clients, providing clear communication and exceptional service throughout planning and administration.
• Work onsite in a professional, supportive, and laid-back office environment with beautiful facilities.
• Enjoy comprehensive benefits, including paid time off, medical coverage, and bonus eligibility.

Trusts & Estates Paralegal Key Responsibilities & Duties

• Draft and review complex trust agreements, including revocable, irrevocable, and specialized trusts.
• Prepare estate planning documents such as wills, powers of attorney, and healthcare proxies.
• Assist attorneys in developing and implementing advanced estate planning strategies.
• Prepare trust funding documents, deeds, assignments, and beneficiary designations with accuracy.
• Coordinate document execution and ensure proper organization and security of client files.
• Communicate empathetically with clients and stakeholders, addressing inquiries and providing updates.
• Support trust and estate administration tasks, ensuring compliance and efficiency.
• Maintain knowledge of estate planning and trust administration processes to support legal operations.

Trusts & Estates Paralegal Job Requirements

• Minimum of 5 years of experience as a Trusts & Estates Paralegal, demonstrating expertise in estate planning.
• Bachelor of Laws (LL.B) or equivalent educational qualification is required.
• Proficiency in drafting complex trust agreements and estate planning documents.
• Exceptional attention to detail and ability to manage multiple priorities effectively.
• Strong knowledge of estate planning and trust administration processes and practices.
• Excellent organizational skills for managing client files and documentation securely.
• Ability to work onsite in a professional office environment with a collaborative team.
• Empathetic communication skills to engage effectively with clients and stakeholders.