A boutique trust and estate law firm is seeking an experienced Estate Administration Paralegal to manage complex estates and trusts from inception to closing. The successful candidate will have at least 10 years of experience, proficiency in Microsoft Office, and the ability to work independently while ensuring exceptional client service. This role offers significant responsibility, autonomy, and the opportunity to grow within a supportive firm culture, providing competitive compensation and benefits.
Qualifications
Minimum of 10 years of direct experience in estate and trust administration.
Ability to manage matters independently from beginning to end.
Strong proficiency with Microsoft Office suite and experience with accounting software.
Responsibilities
Serve as primary contact for clients and fiduciaries, providing exceptional service.
Independently manage administration of estates and trusts.
Draft necessary legal documents and prepare tax returns.
Skills
Estate and trust administration experience
Microsoft Word proficiency
Microsoft Excel proficiency
Microsoft Outlook proficiency
Organizational skills
Professional communication skills
Education
Bachelor's degree or paralegal certificate
Tools
Fiduciary accounting software (Lackner preferred)
Job description
A boutique trust and estate law firm is seeking an experienced Estate Administration Paralegal to manage complex estates and trusts from inception to closing. The successful candidate will have at least 10 years of experience, proficiency in Microsoft Office, and the ability to work independently while ensuring exceptional client service. This role offers significant responsibility, autonomy, and the opportunity to grow within a supportive firm culture, providing competitive compensation and benefits.