Job title: Ambitious People-Driven Human Resources Manager
Overview
The Senior Trusts & Estates Paralegal role requires at least five (5) years of recent experience in Trusts & Estates, including complex and high net worth estate planning, trust administration and probate. The position may involve tax-related work (Form 706 and Form 709) and may benefit from litigation experience. The candidate must be able to work independently and in a team, manage cases, and be reliable for follow-up and accountability. This is a fast-paced role that requires being detail-oriented, highly organized, and proactive with the ability to multitask and manage a substantive caseload. The role may involve delegating assignments, mentoring, or training legal support personnel in the practice area.
Essential Duties and Responsibilities
- Performing legal research
- Preparing trust accountings
- Preliminary drafting of trusts and memos
- Calendaring appointments and deadlines
- Managing and organizing client files as well as keeping client databases and document management systems up to date
- Prepare Forms 706 and 709
- Maintaining a billable hour requirement
Requirements
- At least 5 years’ experience working as a Trusts & Estates Paralegal
- Paralegal certificate or equivalent
Knowledge, Skills & Abilities
- Proficient in the MS Office Suite (Word, Excel, Outlook)
- Excellent command of English – spelling, grammar, punctuation, form and style
- Organized and detail oriented
- Clear communication
Employment details
- Exemption status: Hourly, Non-Exempt
- Remote options/office hours: Hybrid or Fully In-Office
- Classification: Paralegal
- Employment type: Full-time
Location and compensation
Base pay range: $120,000.00/yr - $150,000.00/yr
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