Trust and Estate Paralegal

LHH; Naples (FL); On-site; USD 70,000 - 85,000; Full time

Job summary

An established industry player is seeking a dedicated Trust, Estate, and Probate Paralegal to enhance their legal team. This role offers the opportunity to work closely with attorneys in all facets of estate planning and probate processes, from drafting essential documents to managing client communications and court filings. Ideal candidates will bring at least five years of paralegal experience, a strong grasp of legal procedures, and a commitment to maintaining high standards of professionalism. Join a dynamic environment where your contributions will directly impact clients' lives and legal outcomes.

Benefits

Medical Insurance

401(k) Plan

Benefits Provided by the Firm

Qualifications

• 5+ years of experience as a paralegal with a focus on trust and estate planning.
• Proficient in legal research and document preparation.

Responsibilities

• Assist attorneys in drafting trust and estate planning documents.
• Manage estate and trust administration tasks, including asset valuation.

Skills

Legal Research

Document Drafting

Organizational Skills

Communication Skills

Probate Procedures

Confidentiality

Education

Bachelor’s Degree

Paralegal Certification

Tools

Legal Software

Case Management Tools

Job description

2 weeks ago Be among the first 25 applicants

Talent Attraction Specialist at LHH - Legal & Compliance Practice

Overview: LHH is seeking a highly skilled Trust, Estate, and Probate Paralegal to join our client's dynamic legal team. In this position, you will assist attorneys throughout all stages of the estate planning and probate process, starting from initial client meetings to document drafting, estate management, and probate proceedings. The candidate we are looking for should have excellent organizational skills, a thorough understanding of estate planning procedures, and a dedication to providing outstanding legal support.

Key Responsibilities:

• Assist attorneys with preparing and drafting trust and estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Oversee and manage estate and trust administration tasks, such as gathering and valuing assets, preparing inventories, and handling distributions.
• Conduct legal research and support probate matters, including filing petitions, preparing court documents, and liaising with court personnel.
• Maintain and organize client files, ensuring all documentation is accurate and up-to-date.
• Effectively communicate with clients, providing updates and answering questions related to their estate planning and probate matters.
• Coordinate with financial institutions, beneficiaries, and other parties involved in the estate and trust administration process.
• Assist with preparing tax returns related to estate and trust administration.
• Monitor and ensure compliance with relevant laws and regulations.
• Prepare and file court documents for probate proceedings, such as inventories, accountings, and final reports.
• Attend court hearings and assist attorneys with case management and trial preparation.

Qualifications:

• At least 5 years of experience as a paralegal, with a strong background in trust, estate planning, and administration.
• Proficiency in conducting legal research and preparing legal documents.
• Excellent organizational skills and keen attention to detail.
• Strong written and verbal communication abilities.
• Capable of working independently and as a collaborative team member.
• Familiarity with probate procedures and a willingness to learn and develop skills in this area.
• Proficiency in using legal software and case management tools.
• High level of integrity and professionalism.
• Bachelor’s degree or equivalent; paralegal certification is preferred.
• Ability to handle sensitive and confidential information with discretion.

Details:

• Employment Type: Direct Hire
• Compensation: up to $85,000 annually
• Benefits provided by the firm.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Legal

Industries

• Legal Services

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Inferred from the description for this job

Medical insurance, 401(k)

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