Trust & Estates Paralegal

Trust & Estates Paralegal Overview

• The Trust & Estates Paralegal will provide legal and administrative support to attorneys specializing in estate planning and trust management.
• Collaborate in a hybrid work environment with opportunities for remote flexibility on Fridays.
• Engage in client meetings to assist attorneys in document witnessing and legal proceedings.
• Contribute to a dynamic team in a fast-paced legal setting, ensuring efficiency and accuracy in tasks.
• Develop and maintain confidential legal files and administrative records with meticulous attention to detail.
• Provide transcription services for legal briefs, correspondence, and memoranda.
• Support attorneys with travel arrangements, scheduling, and reimbursements.
• Ensure timely processing of mail, bills, and court filings.
• Enhance organizational efficiency by proactively managing contacts and calendars.

Trust & Estates Paralegal Key Responsibilities & Duties

• Perform legal assistant work, including drafting, transcribing, and filing legal documents.
• Attend client meetings to assist attorneys with document witnessing and legal procedures.
• Prepare and maintain daily work calendars, scheduling meetings, depositions, and court dates.
• Assist with travel arrangements and internal correspondence for attorneys and paralegals.
• Process and proof billing sheets, ensuring accuracy and timeliness.
• Manage confidential and administrative files with precision and discretion.
• Answer and manage telephone calls, transferring calls and taking messages as needed.
• Sort and deliver incoming mail, ensuring outgoing mail is processed efficiently.
• Collaborate with attorneys and legal assistants to support group and office operations.

Trust & Estates Paralegal Job Requirements

• Associate of Applied Science (AAS) degree or equivalent educational background.
• Three to five years of experience in legal assistance, preferably in estate planning or trust management.
• Proficiency in typing at a minimum speed of 70 words per minute.
• Strong organizational skills with the ability to multitask in a fast-paced environment.
• Experience with electronic court filing systems and legal document preparation.
• Knowledge of billing processes and administrative file management.
• Ability to manage schedules, calendars, and travel arrangements effectively.
• Excellent communication skills for client interaction and team collaboration.
• Proficiency in using Outlook and Interaction for contact management.