, PLC is a leading law firm specializing in estate planning, trust administration, and probate matters. We are committed to providing exceptional service to our clients with a personalized and professional approach. Our team thrives on collaboration, innovation, and a shared passion for excellence.

Position Summary:

We are seeking an experienced Paralegal specializing in probate and trust administration to join our team. The ideal candidate will have a deep understanding of probate, estate settlement, and trust management processes. This role requires exceptional organizational skills, attention to detail, and the ability to manage multiple tasks efficiently while maintaining a client-focused mindset.

Key Responsibilities:

• Assist attorneys in managing estate and trust administration cases from inception to completion.
• Draft and prepare legal documents, including petitions, inventories, accountings, and affidavits.
• Coordinate with clients, beneficiaries, financial institutions, and court officials to gather and exchange necessary information.
• Handle probate filings and ensure compliance with court deadlines.
• Work with financial advisors and CPAs to gather necessary documents for the preparation of income tax returns for estates and trusts.
• Organize and maintain case files, ensuring all documentation is accurate and up-to-date.
• Manage asset valuations, transfers, and distributions for estates and trusts.
• Conduct legal research and provide administrative support as needed.

Qualifications:

• Minimum of 3-5 years experience as a paralegal specializing in estate and trust administration.
• Strong knowledge of probate laws, trust laws, and estate tax regulations.
• Proficiency with legal software, document management systems, and Microsoft Office Suite.
• Exceptional written and verbal communication skills.
• Ability to handle confidential information with discretion.
• Certification as a paralegal or equivalent credentials preferred.

Why Join Us?

• Competitive salary and benefits package.
• 4-day work week
• Opportunities for professional growth and development.
• A supportive and collaborative work environment.
• The chance to make a meaningful impact on clients' lives.