Sr. Paralegal (Estate Planning and Trust)

 Direct Counsel is representing a prestigious law firm seeking a Senior Paralegal to provide administrative support to attorneys and partners. Reporting to an assigned Partner or Associate Attorney, the Senior Paralegal will lead research, investigation, document preparation, client coordination, fee processing, and other legal functions while overseeing one or more Paralegals. This role is crucial in supporting legal teams, ensuring excellence in case management, and delivering a valuable client experience.

ESSENTIAL FUNCTIONS:

• Research and analyze legal sources such as statutes, judicial decisions, legal articles, treaties, constitutions, and legal codes.

• Prepare and oversee the drafting of legal documents, including affidavits, briefs, pleadings, appeals, contracts, buy-sell agreements, closing papers, deeds, trust instruments, and other attorney-requested materials.

• Ensure compliance with firm performance standards (e.g., timekeeping) while managing the administrative needs of attorneys and legal teams.

• Investigate case facts and laws to determine causes of action at the request of attorneys.

• Coordinate administrative tasks across the case lifecycle, including pre-trial pleadings, motions, discovery, trial preparation, and post-trial analysis.

• Maintain, file, and organize both physical and digital case records confidentially and in accordance with company policy.

• Produce legal documents, such as court files and tax returns, as needed.

• Maintain effective communication with opposing counsel and other involved parties.

• Oversee assigned Paralegals or Legal Assistants in their responsibilities, including calendar coordination, correspondence drafting, and clerical duties.

• Schedule appointments, court appearances, evaluations, mediations, depositions, and other case-related logistics.

• Participate in firm-wide initiatives and cross-departmental collaboration as needed.

• Perform additional duties as assigned.

QUALIFICATIONS:

• Minimum of 4 years of experience in law, client/customer service, or project management.

• Associate’s degree or equivalent work experience required; Bachelor’s degree preferred (fields such as law, business administration, or organizational management).

• Paralegal certification required.

• Demonstrated ability to lead personnel, manage projects, delegate tasks, and prioritize workloads effectively.

• Strong written and verbal communication skills, with the ability to edit and interpret legal content accurately and efficiently.

• Ability to maintain professionalism in high-pressure situations, particularly when working with clients in difficult cases.

• Proven ability to work collaboratively in a diverse, fast-paced legal environment.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Teams) and Adobe Acrobat.

This is an excellent opportunity for an experienced Paralegal looking to take on a leadership role in a prestigious law firm environment. If you are highly organized, detail-oriented, and ready to contribute to a dynamic legal team, we encourage you to apply.