Estate & Trust Paralegal

Synectics Inc.; Wilmington (DE); Presencial; USD 49 000 - 76 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, dental, and vision insurance

401(k) retirement plan

Health Savings Account (HSA) and Flex.

Life and disability insurance

Paid time off (PTO)

Employee Assistance Program (EAP)

Professional development assistance

Employee referral program

Resumo da oferta

Synectics Inc. is seeking a detail-oriented Estate & Trust Paralegal to support attorneys in estate planning, trust administration, and elder law matters.

The role emphasizes preparing estate planning documents, coordinating asset transfers, and assisting clients with beneficiary designations and trust funding. The position involves collaborating with attorneys, clients, financial institutions, and other professionals to ensure documents reflect clients' intentions and financial arrangements.

Qualificações

• Associate degree in Paralegal Studies or related field.
• Strong understanding of legal terminology and document preparation.
• Excellent written and verbal communication.
• Strong organizational and time management skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Discretion with confidential information.

Responsabilidades

• Draft and prepare wills, trusts, powers of attorney, healthcare directives.
• Coordinate funding of trusts and asset transfers.
• Communicate with clients to understand objectives and beneficiaries.
• Update beneficiary designations with financial institutions.
• Support attorneys in meetings, case preparation, and document review.
• Conduct legal research and organize case information.
• Manage and retrieve documents using legal software.
• Maintain accurate timekeeping and billing records.
• Maintain confidentiality and compliance.
• Perform other paralegal and administrative duties.

Conhecimentos

Legal terminology

Research methods

Legal document preparation

Written and verbal communication

Time management

Organizational skills

Problem-solving

Interpersonal skills

Independent and collaborative work

Formação académica

Associate degree in Paralegal Studies

Bachelor's degree in Paralegal Studies

ABA-approved paralegal program

Ferramentas

Microsoft Office Suite

Legal document management systems

Descrição da oferta de emprego

• We are seeking a detail-oriented and motivated Estate & Trust Paralegal to support attorneys in estate planning, trust administration, and elder law matters.
• The ideal candidate will have experience preparing estate planning documents, coordinating asset transfers, and assisting clients with beneficiary designations and trust funding.
• This role involves working closely with attorneys, clients, financial institutions, and other professionals to ensure estate planning documents accurately reflect clients' intentions and financial arrangements.
• Experience with long-term care planning, Medicaid trusts, and Medicaid compliance is highly desirable.

Position Overview

• We are seeking a detail-oriented and motivated Estate & Trust Paralegal to support attorneys in estate planning, trust administration, and elder law matters.
• The ideal candidate will have experience preparing estate planning documents, coordinating asset transfers, and assisting clients with beneficiary designations and trust funding.
• This role involves working closely with attorneys, clients, financial institutions, and other professionals to ensure estate planning documents accurately reflect clients' intentions and financial arrangements.
• Experience with long-term care planning, Medicaid trusts, and Medicaid compliance is highly desirable.

Key Responsibilities

• Estate Planning Documents: Draft and prepare wills, various types of trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Trust Funding and Asset Coordination: Prepare deeds, assignments, and related documents required to fund trusts and coordinate the transfer or retitling of assets.
• Client Communication: Work with clients to understand their estate planning objectives, asset distribution preferences, and beneficiary designations.
• Beneficiary Coordination: Communicate with financial institutions and other relevant parties to update beneficiary designations and align account ownership with clients' estate planning goals.
• Attorney Support: Assist attorneys with client meetings, case preparation, document review, and other legal matters.
• Research and Documentation: Conduct legal research, organize case information, and maintain accurate and accessible client records.
• Document Management: Prepare, organize, store, and retrieve legal documents using document management systems and other legal software.
• Timekeeping and Billing: Maintain accurate records of billable hours and ensure timely documentation of work performed.
• Confidentiality and Compliance: Handle sensitive client information with discretion and maintain confidentiality throughout the estate planning process.
• Additional Support: Perform other paralegal and administrative duties as assigned.

Required Qualifications

• Associate degree in Paralegal Studies or a related field.
• Strong understanding of legal terminology, principles, research methods, and legal document preparation.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Excellent time management skills and the ability to manage multiple assignments and meet deadlines.
• Strong analytical, problem-solving, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced legal environment.
• Demonstrated ability to handle confidential information with discretion and sound judgment.
• Proficiency in Microsoft Office Suite and related productivity software.
• Familiarity with legal document management systems.

Preferred Qualifications

• Bachelor's degree in Paralegal Studies or a related field.
• Completion of an ABA-approved paralegal education program.
• Experience with elder law, long-term care planning, and crisis planning matters.
• Knowledge of Medicaid trusts, Medicaid planning, and Medicaid compliance requirements.
• Previous experience drafting estate planning documents and coordinating trust funding and asset transfers.

Compensation And Benefits

The anticipated salary range is $48,500-$76,000 per year, depending on qualifications and experience.

Benefits Include

• Health, dental, and vision insurance.
• 401(k) retirement plan.
• Health Savings Account (HSA) and Flexible Spending Account (FSA).
• Life and disability insurance.
• Paid time off (PTO).
• Employee Assistance Program (EAP).
• Professional development assistance.
• Employee referral program.