Estate Planning Legal Assistant 80000

Alari Search, LLC; College Park (MD); On-site; USD 50,000 - 75,000; Full time

Job summary

A reputable Trust and Estates law firm in Downtown Dallas seeks an experienced legal assistant/paralegal. This role involves working closely with attorneys on diverse estate planning matters and requires strong organizational and communication skills. The ideal candidate will be detail-oriented and proficient in relevant software.

Qualifications

• Experience in estate planning and related fields is essential.
• Strong communication and proofreading skills required.
• Ability to work independently and as part of a team.

Responsibilities

• Drafting and filing legal documents and pleadings.
• Researching facts and public records relevant to cases.
• Communicating with clients and financial institutions.

Skills

Organizational skills

Proofreading

Communication skills

Typing skills

Detail orientation

Tools

Microsoft Suite

Adobe

Job description

Job Description

Job Description

Very reputable Trust and Estates law firm located Downtown Dallas is looking for an experienced trust and estates legal assistant/paralegal to join our team. In this role, the successful candidate will work with attorneys, other professionals and clients on various estate planning, succession planning, charitable planning, wealth transfer planning, fiduciary responsibility, and trust and estate administration matters. ****

JOB DETAILS

• Drafting, compiling and/or filing documents, forms and pleadings;
• Proofreading documents for spelling, grammatical and/or formatting errors;
• Indexing and docketing court documents;
• Researching facts, laws and public records;
• Communicating with attorneys, other professionals and clients;
• Preparing accounting and financial statements and communicating with financial institutions regarding client accounts;
• Filing and obtaining records with the courts and government offices (minimal travel may be required); and
• Assisting other departments as needed.

QUALIFICATIONS

• Substantive experience working on estate planning, succession planning, charitable planning, and wealth transfer planning matters and experience with assisting fiduciaries in probate administration matters and counseling trustees on trust administration and fiduciary responsibilities.

• Excellent organizational, proofreading, and written and oral communication skills, both internally amongst colleagues and externally with clients/counsel.

• The ability to work independently and as a team member as appropriate.

• Strong typing and computer skills, with a focus on detail and accuracy.

• Proficient in the Microsoft Suite and Adobe