What are the responsibilities and job description for the Senior Trusts & Estates Paralegal (Full-Time) position at Agile Legal?

Senior Trust & Estates Paralegal

Location : Middletown, DE

Position : Full Time - In-Office, Monday through Friday 8 : 30 am - 5 : 00 pm

Compensation : $30.00-$45.00 per hour

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 risks 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.

Here's what an ordinary day of work might look like...

Assist with the 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

What you will need to be successful

5 years of current job experience with Trusts & Estates

Trust administration is preferred, and Probate experience is required

Knowledgeable experience in other areas such as Litigation, Bankruptcy, Real Estate, or Family Law is preferred.

Must be teachable and open to learning other jurisdictions

Must be able to adapt to change

Experience with one or more software platforms

Solid computer skills and experience with Microsoft Office suite

Competent with Adobe Acrobat Pro

This job is for you if

You are a self-starter who works well independently and in a team

You are flexible and responsive

You are good at online research and adapting to new projects and clients

You enjoy communicating with clients and guiding people through projects

You can function well under pressure and deadlines

You pay close attention to detail and think ahead

You take pride and integrity in your work

You are highly professional and well-organized

You can work in a collaborative teamwork environment and able to share information with appropriate parties on a need-to-know basis

Able to motivate and work effectively with highly skilled talent

You have strong analytical, troubleshooting, organizational, and planning skills

Benefits

Medical, dental, vision

Company-paid life insurance

401(k)

Variable incentive compensation bonus

11 holiday days

What are you waiting for? Apply now!

Salary : $30 - $45

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Senior Trusts & Estates Paralegal (Full-Time)

What are the responsibilities and job description for the Senior Trusts & Estates Paralegal (Full-Time) position at Agile Legal?

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