Probate & Trust Administration Paralegal

We are a boutique tax and estate planning firm.

We are seeking a bright, diligent, experienced Probate and Trust Administration Paralegal to join our boutique law firm. Teamwork, organization, and customer service are crucial to this role.

Responsibilities:

• Provide legal support to attorneys
• Prepare Probate Pleadings
• Track inventory and distribution of assets
• Knowledge of IRS Forms
• Recording documents and deeds with courts, E-Filing
• Proofread all documents and correspondence for accuracy
• Enter time and print reports as requested
• Heavy Dictation
• Maintaining clients files including preparing documents for signings
• Daily communication with clients in a professional manner
• Filing wills in appropriate counties, ensuring proper docketing and timely filing of all tax returns and court papers
• Communicating with governmental agencies, accountants/advisors, financial institutions and other relevant third parties regarding the administration of trusts, estates, and guardianships

Qualifications:

• Efficient, fast learner, detail-oriented
• Personable, professional, and dependable with good phone skills
• Experience with HotDocs program is a plus but not required

o Hands-on experience in a legal office