Job Description

The Trust and Estate Administration Paralegal provides legal support for multiple attorneys in the Trusts and Estates Practice Group. The position reports to the supported attorneys, with a dotted line to the Director of Operations. This is a hybrid role that requires in off ice attendance three days per week.

ESSENTIAL FUNCTIONS:

• Drafting legal documents, managing financial records, communicating with clients and beneficiaries.
• Ensuring the smooth and accurate handling of complex legal matters related to probate.
• Administering estates including preparing inheritance and estate tax returns and estate and trust income tax returns, using estate administration software.
• Preparing estate and trust court accountings and related papers.
• Ensuring legal documents meet requirements of attorneys, clients, courts and taxing authorities.
• Preparing and filing necessary documents with probate court.
• Communicating and interacting with clients as well as with external constituencies, and governmental offices regarding estate administration.
• Maintaining open communication with attorneys and others who provide support to attorneys, both within the Firm and externally.

OTHER FUNCTIONS:

• Performs other duties as required by position.
• Takes part in training sessions as offered by the Firm and seeks education as needed in order to perform required tasks.
• Maintains online and paper files and prepares various reports as needed.

REQUIRED EXPERIENCE, LICENSES, CERTIFICATIONS, ABILITIES, OR KNOWLEDGE:

• Knowledge of Lackner, CCH ProSystems
• Proficiency in Excel.
• Must have 3+ years of estate administration experience in a law firm.
• Ability to communicate clearly, both orally and in writing.
• High level of proficiency in Microsoft Office applications including MS Word, Excel, and Outlook.
• Ability to prioritize and organize multiple tasks.
• Being responsive to attorneys and clients.
• Meeting deadlines.
• Attention to detail and accuracy.
• Ability to operate effectively under pressure.
• Understanding legal terminology.
• Problem solving.
• Ability to deal discreetly with confidential information.

MINIMUM EDUCATIONAL REQUIREMENTS:

• Bachelor’s degree or equivalent, Paralegal certificate.

WORKING ENVIRONMENT:

• Occasional overtime work may be required throughout the year.
• Works under frequent deadlines and time pressure.