Remote Paralegal - Trust and Probate Administration

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 committed law firm located in the Dover area, dedicated to delivering exceptional support to our clients. We are actively searching for a Probate and Trust Administration Paralegal to become a vital member of our team, with flexibility for hybrid or remote work arrangements. This position is tailored for an enthusiastic professional with a robust background in research and investigation. As a significant player in our firm, you will take charge of developing and executing plans while adeptly managing several estate and trust administration files. The ideal candidate will demonstrate a successful track record in handling various aspects of estate and trust administration, showcasing exemplary organizational capabilities and a strong commitment to meeting deadlines. Experience in finance or banking is highly regarded.

Key Responsibilities

Your Key Responsibilities Will Encompass The Following

• Coordinating both in-office and remote work as necessary.
• Assisting with comprehensive probate and estate administration from inception to conclusion.
• Supporting trust administration processes from initiation through to completion.
• Preparing probate documents with minimal oversight from the attorney.
• Maintaining a comprehensive calendar of court pleadings and pertinent deadlines.
• Interfacing with clients, financial institutions, and beneficiaries to gather essential information.
• Responding promptly to client inquiries via email or phone.
• Drafting necessary documentation for the transfer of securities.
• Filing claims for insurance proceeds and death benefits.
• Preparing accounts related to estate administration or trust accounting.
• Liaising with the Probate Court as necessary.
• Managing incoming communications from clients and the Probate Court regarding cases.
• Ensuring meticulous timekeeping.
• Overseeing all facets of estate administration, including asset identification, collection, and distribution to beneficiaries.
• Preparing Receipt and Release Agreements.
• Acting as a point of contact between attorneys, clients, accountants, brokers, financial planners, and appraisers.
• Calculating filing fees and fiduciary commissions.
• Obtaining asset valuations and assisting with asset division and trust funding.
• Balancing financial accounts, including checkbooks and brokerage accounts.
• Assisting clients in locating suitable appraisers for real estate or personal property.
• Communicating with necessary entities to close remaining accounts and credit cards.
• Attending team meetings prepared to discuss the status of open files.
• Tracking client-advanced expenses for reimbursement.
• Drafting correspondence to creditors in cases of estate insolvency.
• Following up with creditors to resolve debts or confirm balances have been settled.
• Scanning and organizing all estate/trust administration documents in electronic format.
• Preparing necessary mailings related to estate/trust administration.
• Executing additional duties as assigned.
  
  

Qualifications

• College Degree and/or Paralegal Certificate.
• 2-5 years of experience in New Hampshire and Maine probate and trust administration.
• A background in banking or finance is advantageous.
• Notary Public certification is a plus.
• Professional appearance and superior communication skills.
• Self-starter who excels in a fast-paced environment.
  
  

Career Growth Opportunities

We are committed to fostering your professional development by providing opportunities to collaborate with experienced team members, thus enhancing your legal expertise and skills.

Company Culture and Values

Our law office promotes a supportive and collaborative atmosphere where every team member is valued. We emphasize compassionate service to our clients and believe that teamwork is essential to our success. Within this nurturing environment, you will have the opportunity to learn and grow alongside experienced professionals who are dedicated to your success.

Compensation And Benefits

Join us in our mission to provide exceptional service while enjoying a competitive compensation package that includes:

• Pay Rate: \(22 - \)26 (Based on Experience)
• Flexible working arrangements (onsite/hybrid/remote)
• Full-time schedule: Monday - Friday, 8:00 AM - 5:00 PM.
  
  

Employment Type: Full-Time