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Job Description

National law firm is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable prioritizing and balancing a variety of tasks. The candidate must have the ability to manage confidential information with discretion, be able to handle trust/estate administrations from inception through to completion, and a desire to grow in the position. The firm is offering a hybrid work schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus.

Responsibilities

Probate and Trust Administration responsibilities:

Management of probate and trust administration files from initial client contact through completion of the process.Preparation of Asset Information Spreadsheets.Prepare all required probate and trust administration documentation for client meetings.Status letters to clients and beneficiaries.E-filing court documents.E-filing deeds.Work closely with clients, beneficiaries and other advisors throughout the process.Obtain all necessary information and documentation.Organizing and indexing documents and asset information.Calendar and handle follow-ups.

Qualifications

A minimum of 5 years of experience in a legal environment.Ability to manage confidential information with discretion.Strong interpersonal skills to build a rapport with team and clients.Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills.Must have the motivation and skill to juggle multiple priorities in a fast-paced environment.Proven computer/technology skills. Microsoft Office Suite a must.A four-year college degree and/or paralegal certificate required.

1408098_1740000328 To Apply for this Job Click Here