Paralegal/Probate and Estate Planning

HYBRID!

Excellent law firm is looking for a Paralegal in the Wealth Planning/Transactional division.
Experience is required!

RESPONSILBILITIES:
Probate/Estate Planning

Attend initial meetings with client and attorney.
Gather and identify documents in preparation for estate planning.
Draft various estate planning documents to include wills, living trusts, health care directives, powers of attorney, conservatorships and guardianships.
Collect information on assets in preparation of inventory and appraisals.
Research and determine titling of assets.
Maintain financial records and spreadsheets on estates.
Manage client files, ensuring that all documents are accurately maintained, organized, and updated.
Prepare and file probate documents in administration of estate.
Serves as a witness to will signings.
Monitor and manage deadlines to ensure timely compliance with relevant laws and regulations.
Corporate Planning, including but not limited to: Resolutions, Assignments and Stock Transfers.

Trust Administration

Assist in the administration of trusts, including the preparation of trust accounting, financial statements, and reports.
Coordinate the distribution of assets according to trust terms.
Prepare documents for the transfer of assets, including deeds, titles, and other related legal instruments.
Assist with the review and interpretation of trust documents to ensure compliance with legal and fiduciary requirements.
Facilitate communication with trustees, beneficiaries, and financial institutions to ensure timely and accurate administration.

SKILLS:

Bachelor’s degree along with a Paralegal Certificate preferred.
Proven experience as a paralegal in wealth planning and/or transactional law.
Strong understanding of estate planning, trust administration, estate tax returns and probate laws. Familiarity with special needs trusts and tax laws related to trusts and estates is a plus

Strong organizational skills and the ability to multi-task and prioritize work to meet project deadlines.
Ability to proofread material for contextual, grammatical, typographic or spelling errors.
Ability to review, organize, and analyze documentation.
Interpersonal skills necessary to communicate and follow instructions effectively from clients and attorneys.
Advanced knowledge of Word and Outlook.
Ability to travel to assist attorney in representing client.
Organized
Detail-oriented

For immediate consideration: please email your resume to: janine.bedora@spencerreedgroup.com

SRG/EOE
Direct Hire Opportunities

Job Details

PARALEGAL/WEALTH PLANNING/TRANSACTIONAL