Estate & Probate Paralegal — Direct Trust Administration

ThinkingAhead; South Bend (IN); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Full benefits

Zusammenfassung

ThinkingAhead is seeking an Estate & Probate Paralegal to manage a portfolio of trusts, estates, agency accounts, and guardianships. You will work directly with clients, beneficiaries, and outside counsel, with senior trust officers available for guidance on complex issues.

Responsibilities include setting up estates, reviewing documents, handling initial processing, and ensuring compliance. The ideal candidate has 2+ years of relevant paralegal experience, strong communication skills, and

Qualifikationen

• 2+ years of paralegal experience in estate planning, probate, or trust administration.
• Working knowledge of wills, trusts, and the probate process.
• Proficiency in Microsoft Word and Excel.
• Strong written and verbal communication skills.
• Close attention to detail and the ability to manage multiple matters through to completion.

Aufgaben

• Set up and administer estates, trusts, agency accounts, and guardianships
• Review wills, trust agreements, and other governing documents to determine terms and fiduciary duties
• Handle initial account processing, including preparing records, paying expenses, compiling inventories, and obtaining releases of assets
• Administer accounts in accordance with each trust instrument
• Explain trust and will provisions to clients and beneficiaries and arrange appropriate distributions
• Coordinate with attorneys on estate and trust matters
• Bring non-routine questions to senior officers with a recommended course of action
• Maintain accurate account records and files
• [Support client relationship and business development efforts as needed]
• Complete required compliance training and follow all applicable laws and regulations

Kenntnisse

Written communication

Verbal communication

Attention to detail

Multitasking

Ausbildung

Paralegal certificate

Bachelor's degree

Tools

Microsoft Word

Excel

Jobbeschreibung

ThinkingAhead is seeking an Estate & Probate Paralegal to manage a portfolio of trusts, estates, agency accounts, and guardianships. You will work directly with clients, beneficiaries, and outside counsel, with senior trust officers available for guidance on complex issues.

Responsibilities include setting up estates, reviewing documents, handling initial processing, and ensuring compliance. The ideal candidate has 2+ years of relevant paralegal experience, strong communication skills, and