Remote Paralegal - Probate and Trust Administration | WFH

Job Title: Probate and Trust Administration Paralegal

Location: Onsite/Hybrid/Remote (Dependent on Experience)

FLSA Status: Non-exempt

Hours Per Week: 40 Hours / Full-Time

Pay Rate: \(22 - \)26 (Dependent on Experience)

Work Days/Hours: Monday - Friday, 8:00 AM - 5:00 PM

Job Overview

We are a reputable law firm located in the Dover area, committed to delivering outstanding support to our clients. We invite applications for the position of Probate and Trust Administration Paralegal in a hybrid work environment, allowing for remote flexibility. This role is well-suited for an engaged professional with a strong foundation in research and investigative work. As a vital member of our team, you will play a crucial role in formulating and executing plans while adeptly managing multiple estate and trust administration cases. The successful candidate will possess a solid track record in all facets of estate and trust administration, demonstrating exceptional organizational capabilities and a dedication to adhering to deadlines. A background in finance or banking is advantageous. We are proud to foster a workplace that extends beyond mere employment; we embody a collaborative community that values your contributions and promotes your professional advancement.

Key Responsibilities

Your duties will encompass, but are not limited to:

• Balancing in-office and remote work as required.
• Assisting comprehensively with probate and estate administration processes from initiation to conclusion.
• Supporting trust administration tasks from start to finish.
• Drafting probate documentation with minimal oversight from the attorney.
• Maintaining an organized calendar of court pleadings and deadlines.
• Engaging with clients, financial institutions, and beneficiaries to collect essential information.
• Promptly responding to client inquiries via email and phone.
• Preparing requisite documents for the transfer of securities.
• Filing claims for insurance proceeds and death benefits.
• Managing accounts for estate or trust administration.
• Corresponding with the Probate Court as necessary.
• Handling incoming communications from clients and the Probate Court regarding cases.
• Ensuring accurate timekeeping.
• Administering all aspects of estate management, including asset identification, collection, tracking expenditures, and distributing assets to beneficiaries.
• Drafting Receipt and Release Agreements.
• Functioning as a liaison among attorneys, clients, accountants, financial planners, and appraisers.
• Calculating filing fees and fiduciary commissions.
• Obtaining asset valuations and assisting with the division of assets and trust funding.
• Balancing financial accounts and brokerage statements.
• Assisting clients in locating appropriate appraisers for properties.
• Contacting relevant companies to close remaining accounts and credit cards.
• Coming prepared to team meetings to discuss the progress of open files.
• Tracking client-advanced expenses for reimbursement.
• Drafting correspondence to creditors in cases of estate insolvency.
• Following up with creditors to settle debts or confirm the write-off of balances.
• Digitally organizing all estate and trust administration documents.
• Preparing mailings as required for the administration process.
• Performing other assigned tasks as necessary.
  
  

Required Skills

• Strong organizational proficiencies.
• Exceptional communication and interpersonal abilities.
• Proficiency in collaborative teamwork.
• Competence in Office 365, particularly Excel.
• Familiarity with practice management software preferred.
• Strong time management skills.
• Effective problem-solving and analytical abilities.
• Professional demeanor and communication effectiveness.
  
  

Qualifications

• College Degree and/or Paralegal Certificate.
• 2-5 years of experience in probate and trust administration within New Hampshire and Maine.
• Experience in banking or finance, especially with related documents, is a plus.
• Notary Public certification is advantageous.
• Ability to work collaboratively within a team environment.
  
  

Career Growth Opportunities

We are dedicated to fostering professional development within our firm, allowing you to learn from seasoned professionals and advance your career in the legal sector.

Company Culture And Values

Our firm promotes a close-knit atmosphere where your contributions are recognized and valued. We prioritize collaboration and compassionate service to our clients, ensuring that you thrive in a nurturing environment while enhancing your legal knowledge and skill set.

Compensation And Benefits

• Pay Rate: \(22 - \)26 (Dependent on Experience)
• Full-Time work schedule (40 hours/week)
• Monday - Friday, 8:00 AM - 5:00 PM
  
  

Employment Type: Full-Time