Estate Planning Paralegal
Estate Planning Paralegal
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Salary Not Disclosed
1 Vacancy
Job Description
Our esteemed client is a nationally recognized fullservice law firm celebrated for their legal excellence client commitment and dynamic culture. With numerous industry accolades and toptier rankings across practice areas their firm serves a sophisticated clientele that includes highnetworth individuals business owners family offices and fiduciaries. They take pride in cultivating a collegial and forwardthinking workplace that values professional growth integrity and excellence.
We are seeking an experienced and detailoriented Estate Planning Paralegal to join our awardwinning Private Client & Trusts practice. The successful candidate will play a critical role in supporting attorneys with sophisticated estate planning matters including the preparation of wills trusts and related documents for highnetworth individuals and is an exceptional opportunity for a motivated legal professional who thrives in a fastpaced clientcentric environment and is eager to contribute to one of the most respected estate planning practices in the region.
- Draft estate planning documents including wills revocable and irrevocable trusts powers of attorney and health care directives.
- Prepare and file documents related to trust funding and asset transfers.
- Assist attorneys in the organization administration and maintenance of estate and trust planning files.
- Conduct legal research and compile relevant estate and tax law updates.
- Coordinate with financial advisors CPAs and clients to obtain necessary documentation and information.
- Maintain accurate and timely tracking of deadlines and deliverables.
- Prepare clientready drafts and maintain version control across documentation.
- Manage trust and estate administration matters including preparing inventories accounting and probate court filings when required.
- Uphold the highest standards of confidentiality and discretion with client information.
Employment Type
Full-Time
