Senior Paralegal - Trust & Estates

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Naples (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Paralegal specializing in Trust & Estates to join their dedicated team in Naples, FL. This role offers an exciting opportunity to support a sophisticated trust administration and estate planning practice. The ideal candidate will possess over 10 years of relevant experience, showcasing exceptional skills in legal document preparation, project management, and communication. Join a collaborative environment where your expertise will contribute to the success of a multi-generational family office, ensuring the highest standards of service and confidentiality. If you are proactive and detail-oriented, this is the perfect role for you to thrive in a dynamic legal landscape.

Qualifications

• 10+ years of experience in trusts and estates law.
• Proficient in managing legal documents and communications.
• Strong organizational skills and attention to detail.

Responsibilities

• Prepare and manage legal documents for trust and estate matters.
• Support legal research and maintain accurate client files.
• Coordinate with external professionals on estate planning.

Skills

Legal Document Preparation

Legal Research

Project Management

Communication Skills

Attention to Detail

Education

Associate or Bachelor's Degree

Paralegal Certification

Tools

Microsoft O365

Job description

Senior Paralegal - Trust & Estates

Job Locations

US-FL-Naples

Requisition ID

2024-2032

# of Openings

1

Category (Portal Searching)

Legal

Overview

Position: Senior Paralegal - Trust & Estates
Entity: River Bend Administration, LLC
Reports to: Senior Counsel
Location: Naples, FL

River Bend Administration is seeking a dedicated and detail-oriented Paralegal with significant trusts and estates experience to join the team.

About the Position
The successful candidate will directly and substantially support River Bend's trust administration and estate planning team. The role requires an experienced and proactive individual who is skilled at practice management, maintaining current and complete files and document management systems, drafting administrative legal documents, managing internal and external communications, and ensuring the secure and efficient handling of original legal documents.

Key Responsibilities
- Preparation of Legal Documents
- Coordinate the drafting, review, proofreading, signature and collection of original documents including preparing and managing a document list and signing matrix for large projects
- Assist in preparing estate planning presentations, including summaries and projections, in collaboration with River Bend team and family client advisory teams
- As requested, draft various private trust company administrative documents including, but not limited to, correspondence, consents, agreements, assignments, trustee succession instruments, notices, promissory notes, letters of directions and other miscellaneous documents based on previous work
- Legal Research Support
- Support attorneys performing legal research on trust and estate-related issues and work with attorneys to prepare summaries and presentations
- Maintain working knowledge of various state and federal laws affecting trust administration, estate planning, and probate
- Assist River Bend Senior Counsel in handling general legal matters for the company arising from time to time
- File and Document Management
- In coordination with Trust Administration team, manage and maintain physical and electronic files related to River Bend's trust administration clients to ensure maintenance of complete, accurate, and accessible books and records as required by law or company policies
- In coordination with the President and external partners, manage and maintain physical and electronic files related to River Bend's estate planning clients to ensure maintenance of complete, accurate, and accessible client files
- When required, ensure compliance with all court filing requirements and deadlines
- Practice & Project Management
- Work closely with River Bend's Officers and external partners to track, manage, and complete complex and sophisticated estate planning and trust administration workstreams
- Efficiently track project or legal deadlines and maintain and report various project status to stakeholders
- Coordinate with outside professionals such as law firms, appraisers, investment advisors, and others regarding estate matters as needed
Who we are looking for
Qualifications required for your success:
- Associate or bachelor's degree
- Paralegal Certification preferred
- 10+ years of relevant experience, preferably in a sophisticated trust and estates law firm practice
- Highly proficient in O365, including Word, Excel, Power Point, Outlook and SharePoint
- Excellent communication skills, presence, poise, and ability to develop close, collaborative relationships with internal and external colleagues
- High level of attention to detail and ability to manage multiple tasks simultaneously
- Collaborative and impeccably trustworthy, and able to keep highly sensitive information completely confidential
- Able to independently structure and manage workflow and priorities
- Self-motivated, strategic thinker with the ability to work both independently and within a team environment
Additional characteristics and attributes:
- Exhibits knowledge of fiduciary duties and applicable laws, including trust law, estate planning techniques and prudent investment principles
- A proactive, flexible, and adaptive individual with a "roll up your sleeves" approach and mentality

Personal attributes that support your success
- You are helpful, a team player, and show respect while collaborating with others
- You are results oriented and exercise sound judgment in your work
- A lifelong learner, who is inquisitive and looks for solutions
- You are dedicated to achieving excellence and work with others to tackle the tasks at hand
About River Bend Administration, LLC

River Bend Administration is associated with Walton Enterprises, LLC, a single family office,
and River Bend Holdings, LLC, a private family trust company serving the trust & estate needs
of a single, multi-generational family. This is an exciting time to be part of this world-class team.

River Bend Administration is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.