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Estate Planning & Probate Paralegal

Job Description - Estate Planning & Probate Paralegal

This firm has a robust estate planning and probate practice. We represent medium- to high-net-worth families, mostly with interests in profitable and valuable closely-held businesses. The anticipated tasks inlcude supporting the firm's attorney by:

- Preparing initial drafts of Wills and Trusts and related estate plan documentation

- Preparation of funding documentation for Trusts for execution by clients

- Interaction with clients to complete probate administration tasks such as Court required inventories, accountings and related filings

- Assist with preparation of Trust accountings and information reports to beneficiaries

The firm provides a wide range of legal services related to tax, estate planning and probate administration and business planning. Against this backdrop, an ideal candidate will be:

- reliable

- industrious

- experienced or willing to work diligently to become experienced

- proficient in MS Word and Outlook

- clear communication skills (in person, letters, and via email)

- 100% of employee health insurance premium covered by firm

- Salary commensurate with education and experience

- Discretionary quarterly bonus program

- Discretionary retirement plan contributions

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