Senior Estate Planning Paralegal: Trust & Probate Expert

Jobot; Berwyn (PA); Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

401K

PTO

Medical

Dental

Vision

Zusammenfassung

Jobot is seeking an experienced Estate Planning Paralegal to work closely with attorneys in a boutique trust and estate firm. The role involves drafting and reviewing estate planning documents, coordinating with clients, and supporting probate matters in a collaborative environment.

Candidates should have 5+ years of estate planning experience, a law/paralegal degree (paralegal certification desirable), and proficiency with estate planning software and legal research tools.

Qualifikationen

• 5+ years of estate planning paralegal experience.
• Bachelor’s degree in law, paralegal studies, or related field; paralegal certification desirable.
• Proficiency with estate planning software and legal research tools.
• Strong knowledge of estate planning, probate laws, and trusts.
• Excellent written and verbal communication with clients and attorneys.

Aufgaben

• Assist in preparing and reviewing estate planning documents.
• Provide transactional legal support, including drafting, reviewing, and filing documents.
• Manage client files and keep information up to date.
• Conduct legal research and prepare memorandums.
• Coordinate with clients, attorneys, and professionals to facilitate estate planning.
• Assist in administration of trusts and estates, including probate.

Kenntnisse

Estate planning

Legal research

Drafting documents

Client communication

Attention to detail

Ausbildung

Bachelor’s degree in law/paralegal

Paralegal certification

Tools

Estate planning software

Legal research tools

Jobbeschreibung

Jobot is seeking an experienced Estate Planning Paralegal to work closely with attorneys in a boutique trust and estate firm. The role involves drafting and reviewing estate planning documents, coordinating with clients, and supporting probate matters in a collaborative environment.

Candidates should have 5+ years of estate planning experience, a law/paralegal degree (paralegal certification desirable), and proficiency with estate planning software and legal research tools.