TRUSTS & ESTATES PARALEGAL
Job Description
Job Description
Benefits:
- 401(k)
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Administration of trusts and estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns, refunding bonds
- Preparation of estate planning documents including wills and trusts
- Managing of all aspects of real estate closings, including ability to review and draft real estate transaction documents and prepare matter for closing
- Must have a Bachelors degree; paralegal certificate preferred
- 7+ years experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates
- Experience handling varied aspects of trusts and estates
- Experience handling real estate closings
- Experience with preparing records, assembling exhibits, pleadings, discovery and trial preparation
- Strong organizational skills and attention to detail
- Clear and effective communication skills both oral and written
- Strong computer skills with proficiency in MS Word; EXCEL; GEMS estate tax software desirable
- Must be able to work independently and be proactive
- Must be able to multitask and successfully manage a variety of demands daily
- Ability to integrate into a fast-paced, team-oriented environment
- Ability to maintain/enter billable time
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