Trusts & Estates Paralegal

Responsibilities

• Assist attorneys with estate planning documents, including wills, trusts, powers of attorney, and related legal instruments.
  


• Prepare and review legal documents for accuracy, clarity, and compliance with applicable laws; proofread and edit drafts meticulously.
  


• Support probate and trust administration processes by organizing court filings, tracking deadlines, and coordinating with clients and third parties.
  


• Conduct interviews with clients to gather necessary information for estate planning or trust administration.
  


• Assist with document review, data entry, filing, and maintaining organized case files in a timely manner.
  


• Provide executive administrative support by managing calendars, scheduling meetings, and handling correspondence related to trust & estate matters.
  


• Collaborate with team members on litigation cases involving estate disputes or trust challenges when required.
  

Skills

• Strong knowledge of estate planning laws, probate procedures, tribal law & regulations, securities law, workers' compensation law, personal injury law, immigration law, landlord-tenant law, family law, patent law, and litigation processes.
  


• Excellent organizational skills with the ability to manage multiple cases efficiently while maintaining attention to detail.
  


• Effective interviewing skills to gather comprehensive client information accurately.
  


• Superior writing skills for drafting legal documents, contracts, reports, and correspondence; strong proofreading abilities.
  


• Ability to perform thorough legal research and synthesize findings clearly for attorneys’ review.
  


• Experience in legal administrative tasks including data entry, filing systems, document review, transcription, and clerical support within a law office setting.
  


• Exceptional phone etiquette combined with professional communication skills for client interactions and internal coordination
  

Requirements

· Bachelor's degree and 3+ years of Trusts & Estates Paralegal experience

· Paralegal Certification desirable

· Excellent attention to detail

· Ability to meet deadlines and work independently on multiple matters

· Proficiency in Microsoft Office: Excel, Word and Outlook