Trust and Estates Paralegal

Riggs Davie PLC; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

Health insurance

Paid time off

Flexible hours

Job summary

A leading law firm in Nashville is looking for an experienced Trusts & Estates Paralegal to join their estate planning and trust administration team. This role involves managing estate administration tasks, communicating with clients, and ensuring project deadlines are met. Candidates should have 3-5 years of relevant experience, strong organizational skills, and proficiency in project management tools like Asana. The firm offers competitive compensation, a supportive culture, and comprehensive benefits.

Qualifications

• 3–5 years of relevant paralegal experience in trusts and estates or probate administration.
• Strong understanding of estate planning and trust administration processes.
• Proven ability to manage multiple concurrent matters effectively.

Responsibilities

• Coordinate all aspects of estate and trust administration including tracking deadlines.
• Prepare deeds and transfer documents, coordinating with financial institutions.
• Review estate planning documents for accuracy and prepare execution sets.

Skills

Organizational skills

Attention to detail

Written communication

Project management software experience

Proficiency with Microsoft Office

Tools

Asana

Job description

Riggs Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high‑performing estate planning and trust administration team in Brentwood, Tennessee feud. This is a long‑term role for someone who enjoys real responsibility, owns their files, and wants to work on sophisticated matters in a supportive, low‑drama environment.

About the Role

You will be the primary operational driver on estate planning and trust administration matters, keeping cases moving and making sure nothing falls through the cracks. The work is a mix of detailed document/administration tasks and direct client contact with families, fiduciaries, and advisors.

Key Responsibilities

• Own and coordinate all aspects of estate and trust administration, including docketing deadlines and tracking all follow‑up items to completion.
• Handle trust funding, including preparing deeds and transfer documents and coordinating with financial institutions on account titling and beneficiary designations.
• Review estate planning documents for accuracy and consistency and prepare clean execution sets for clients.
• Maintain and improve project management systems and client files (checklists, ticklers, status reports) for multiple open matters.
• Communicate with clients, advisors, and team members to provide clear updates and an excellent client experience.
• Support attorneys in organizing client meetings, preparing materials, and monitoring tickler systems for reviews and follow‑up work.

Qualifications

• 3–5 years of relevant paralegal experience in trusts and estates, probate administration, or a related field.
• Strong understanding of the estate planning and trust administration process.
• Exceptional organizational skills and a proven ability to manage multiple concurrent matters.
• Experience working with project management software or task tracking tools (we currently use Asana).
• Excellent attention to detail, follow-through, and written communication.
• Ability to thrive in a fast‑paced, team‑oriented environment.
• Proficiency with Microsoft Office and general office technology.

Why Riggs Davie PLC

At Riggs Davie, talented professionals are treated as true partners in the work. We offer:

• Substantive work on complex estate planning and trust administration matters for individuals, families, and business owners.
• Close collaboration with experienced attorneys who value input and encourage growth (including exposure to tax, business, and advanced planning concepts as your experience grows).
• A positive, respectful culture with reasonable hours, flexibility where possible, and real appreciation for high‑quality work.
• Competitive compensation and benefits commensurate with experience. Salary range of $60,000–$90,000 annually for this position, depending on experience and qualifications.
• Comprehensive benefits package including 401(k) with employer match, health insurance with an employer‑paid portion of premiums, long‑term disability, group life insurance, paid time off, and access to a health savings account (HSA).

If you are a highly organized T&E paralegal who likes taking ownership and keeping sophisticated matters on track, we would like to speak with you.

To Apply

Please send your resume and a brief cover letter to [e-mail] with the subject line “Trusts & Estates Paralegal Application – [Your Name]”.