Agile Legal is a fast-growing company that provides legal support and services to businesses, funds, and law firms. Our goal is to provide clients with successfully completed projects on time, mitigating risk and giving them peace of mind. Our team includes licensed attorneys, senior paralegals, and dedicated legal professionals who work together to give clients the services and business outcomes they need to free up the time, capacity, and attention needed to lead and direct legal projects and meet objectives.
We are seeking freelance senior-level trusts & estates paralegals for our Virtual Paralegal Service team. This is a part-time, 1099 contract position. Experience in California, Nevada, or Arizona is preferred. The role involves assisting our nationwide attorney client base with Trusts & Estates planning activities and estate probate matters.
Pay rate: $30 - $45/hr
Responsibilities and Duties

• Assist with initial drafting of estate planning documents
• Interview clients and gather information to prepare wills and trust documents
• Prepare trust administration documents, such as trust certifications, allocation of assets, and all documents related to asset transfers to beneficiaries
• Prepare petitions for probate, trust-related documents, pleadings, and declarations
• Prepare beneficiary and creditor notifications
• Prepare asset inventories and estate counting
• Assist with trust accounting and funding
• Assist in the preparation of federal estate and gift tax returns
• Manage probate dockets
• Recording deeds with accompanying transfer documents
• Organize/index documents
• Direct communication with clients and client advisors
• Comply with and understand company operations, policies, and procedures
• Keep confidentiality of client and client's client matters
• Perform other related duties as assigned

Skills

• Solid computer skills and experience with Microsoft Office suite
• Competent with Adobe Acrobat Pro
• Able to work in a collaborative teamwork environment and able to share information with appropriate parties on a need-to-know basis
• Strong project management skills
• Strong customer service and client relationship management skills
• Able to motivate and work effectively with highly skilled talent
• Strong analytical, troubleshooting, organizational, and planning skills

Experience

• Ten years of specialized experience in trusts & estates (California, Nevada, and Arizona experience preferred)
• Experience with one or more software platforms
• Trust administration experience preferred
• Probate experience preferred

Person Specification

• A self-starter who works well independently and in a team
• Flexible and responsive
• Enjoys communicating with clients and guiding people through projects
• Able to function well under pressure and deadlines
• Has close attention to detail and thinks ahead
• Pride and integrity in one's work
• Highly professional and well-organized