What are the responsibilities and job description for the Trust + Estates Paralegal position at Capstone Search Partners?
The Opportunity: Trust Estates Paralegal
Send resumes to: Hayley.christina@capstonesp.com
Our distinguished client is a premier law firm specializing in providing comprehensive estate planning, trust administration, and probate services to our valued clients. We pride ourselves on delivering exceptional legal solutions tailored to meet the unique needs of each client. The firm is currently seeking a highly experienced and detail-oriented Trust & Estates Paralegal to join our dynamic team. If you are passionate about supporting attorneys and practice groups in trust and estate matters while delivering outstanding client service, send resumes to the email address mentioned above.
Job Description:
- Assist attorneys with drafting and preparing estate planning documentation, including wills, trusts, powers of attorney, trust resolutions, and agreements.
- Coordinate and manage beneficiary correspondence and related matters.
- Provide support in the administration of estates, including probate filings, asset transfer documentation, and account reconciliations.
- Prepare and file gift tax returns and assist with other tax-related matters.
- Collaborate with clients and external parties to facilitate the resolution of estate and trust issues.
- Maintain and organize case files, ensuring all documentation is accurate and up-to-date.
- Serve as a notary for necessary legal documents as required.
Qualifications:
- 5 years of experience supporting Trust Estates attorneys and/or practice groups.
- Advanced knowledge of estate planning processes, probate matters, and trust administration.
- Expertise in preparing and managing documents such as wills, trusts, and powers of attorney.
- Strong proficiency with gift tax preparation and asset transfer documentation.
- Exceptional organizational, communication, and interpersonal skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
