What are the responsibilities and job description for the Paralegal position at DUGGAN BERTSCH, LLC?
About DUGGAN BERTSCH:
DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts and estates, corporate, litigation, real estate, tax, and healthcare. We are a group of talented entrepreneurial legal professionals who care about culture, and have a presence in Arkansas, California, Florida, Illinois, Indiana, Iowa, Nebraska, North Carolina, and Texas.
Job Summary:
We are looking for a detail-oriented Paralegal to join our growing firm. Job responsibilities include:
- Assist attorneys in the preparation and administration of trusts and estates.
- Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.
- Conduct legal research and gather relevant information for cases.
- Maintain and organize client files and records.
- Communicate with clients, beneficiaries, and other parties involved in the estate planning process.
- Coordinate and manage the probate process, including filing necessary documents with the court.
- Assist in the preparation of estate tax returns and other related financial documents.
- Ensure compliance with all legal and regulatory requirements.
Qualifications:
- Associate's degree or paralegal certificate from an accredited institution preferred but not required
- Minimum of 2 years of experience as a paralegal, preferably in trusts and estates.
- Strong understanding of estate planning, probate, and trust administration.
- Excellent written and verbal communication skills.
- Proficiency in legal research and document drafting.
- Detail-oriented with strong organizational skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite and legal research databases.
Benefits:
- Competitive salary and benefits package.
- Medical, dental and vision insurance
- Flexible Spending Account
- PTO
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