Trusts & Estates Paralegal

Adler Pollock & Sheehan P.C.

Providence (RI)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Job summary

An established industry player is seeking a dedicated Trusts & Estates Paralegal to join their dynamic team in Providence. This role involves providing essential support in trust and estate administration, working closely with attorneys to ensure a high level of service for clients. The ideal candidate will possess strong organizational skills, attention to detail, and a commitment to maintaining confidentiality. This is an exciting opportunity to grow within a professional environment while making a significant impact on the lives of clients. If you have a passion for law and a desire to contribute to meaningful work, this position is perfect for you.

Qualifications

3+ years of experience in trust and estate administration.
Strong proficiency in Microsoft Office, especially Word and Excel.

Responsibilities

Manage daily trust administration and prepare court forms.
Draft estate planning documents and communicate with clients.

Skills

Trust and Estate Administration

Client Communication

Document Drafting

Organizational Skills

Problem Solving

Attention to Detail

Confidentiality Maintenance

Multitasking

Education

Bachelor’s Degree

Paralegal Certification

Tools

Microsoft Office Suite

Adobe Acrobat

DocuSign

Lexis/Nexis

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Adler Pollock & Sheehan P.C.

We are seeking a dedicated and knowledgeable Trusts & Estates Paralegal who will, under the supervision of attorneys, provide support for all types of trust and estate administration. The paralegal will operate as part of a team of attorneys and support staff to provide a high level of service to both internal and external clients.

Duties

Responsible for the daily trust administration for various clients (i.e., properly manage accounts, prepare letters, transfer forms, etc.)
Draft correspondence to financial institutions for documents and information required for estate and trust administrations
Prepare probate court forms for estate administrations for attorney review
Assist in drafting estate planning documents, including wills, powers of attorney, and both basic and advanced trusts.
Help manage and organize estate and probate files.
Prepare accounting and financial statements.
Filing and obtaining records with the courts and government offices (experience e-filing trust petitions with the RI Superior Court is a plus).
Proofreading documents for spelling, grammatical, and/or formatting errors.
Communicate directly with clients to provide updates or assist with accounting and tax needs.

Experience

Bachelor’s degree or equivalent experience required.
Paralegal Certification preferred.
Minimum 3 years of relevant work experience in a professional environment, which includes progressive responsibility in managing client trust accounts.
Law firm experience preferred.
High level of proficiency with technology, including Microsoft Office Suite applications (with focus on MS Word and MS Excel), Adobe Acrobat, DocuSign, Lexis/Nexis, and other internet research tools.
Excellent organizational skills, attention to detail, and the ability to multitask.
Highly effective written and oral communications.
Creative problem-solving abilities.
Work independently, taking initiative to move projects to conclusion.
Maintain a professional demeanor in stressful situations.
Reliable and dependable team player.
Maintain confidentiality of client information.
Ability to perform well under pressure.

Seniority level