Estates Paralegal

Estates Paralegal Job Description

Description: We are seeking a detail-oriented and highly organized Estates Paralegal to join our legal team. The ideal candidate will assist attorneys in managing all aspects of estate planning, administration, and litigation. This role requires a comprehensive understanding of estate planning documents, probate procedures, and fiduciary duties.

Duties/Responsibilities:

• Assist with the administration of estates, including filing probate documents, preparing accountings, and managing beneficiary distributions.

• Maintain regular communication with clients, beneficiaries, and financial institutions to gather information and provide updates on case status.

• Conduct legal research on estate planning, tax laws, and probate court rules.

• Organize and manage case files, ensuring all documentation is up-to-date and accessible.

• Prepare and file petitions, motions, and other legal documents with the court.

• Schedule and coordinate meetings, consultations, and hearings.

• Assist in managing estate and trust accounts, including tracking assets and liabilities.

• Ensure compliance with state and federal laws and regulations related to estate planning and probate matters.

• Provide general administrative support, including answering phones, managing calendars, and correspondence.

Required Skills/Abilities:

• Strong understanding of trust and estate law, probate processes, and fiduciary responsibilities.

• Meticulous in document preparation and file management.

• Ability to manage multiple cases and tasks simultaneously, prioritizing effectively.

• Excellent written and verbal communication skills.

• Professional and empathetic in client interactions, maintaining confidentiality and discretion.

• Proficient in legal research tools, document management software, and Microsoft Office Suite.

• Ability to analyze complex legal issues and provide practical solutions.

• Collaborative with the ability to work independently and as part of a team.

Education and Experience:

• Associate's degree or Paralegal Certificate required; Bachelor's degree preferred.

• Minimum of 3 years of experience as a paralegal, with a focus on trust and estate planning and administration.

• Paralegal certification from an accredited organization (e.g., NALA, NFPA) preferred.

• Commitment to ongoing professional development and staying current with changes in trust and estate law.

Physical Requirements:

• Ability to sit or stand for extended periods.

• Proficiency in using office equipment, such as computers, scanners, and copiers.

• Occasionally lift and carry files or boxes weighing up to 20 pounds.

• Ability to read and interpret legal documents, spreadsheets, and computer screens.

• Minimal travel may be required for court appearances or client meetings.

Pay: $50.00 per hour

Education:

• High school or equivalent (Preferred)

Experience:

• Paralegal: 1 year (Preferred)

• estate planning: 1 year (Preferred)

License/Certification:

• Paralegal Certificate (Preferred)

Ability to Commute:

• Odessa, DE 19730 (Preferred)

Work Location: In person