Remote Probate and Trust Administration Paralegal | WFH

Job Title: Probate and Trust Administration Paralegal (PTAP)

Location: Remote/Hybrid (Based on Experience)

FLSA Status: Non-exempt

Hours Per Week: 40 Hours / Full-Time

Pay Rate: \(22 - \)26 (Based 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 service to our clientele. We are currently in search of a Probate and Trust Administration Paralegal (PTAP) to enrich our team in a hybrid work setting, which allows for remote engagements. The ideal candidate will be an astute professional with extensive expertise in research and investigative functions. As a key contributor, you will be instrumental in strategizing, launching, and managing various estate and trust administration projects, all while demonstrating exceptional organizational capabilities and a commitment to meeting deadlines. Previous experience in finance or banking will be considered an advantage. Our firm is not merely a workplace; it is a nurturing environment where your contributions are recognized and your career development is prioritized.

Key Responsibilities

• Assist with all facets of probate and estate administration from inception to conclusion.
• Support trust administration processes from initiation to finalization.
• Prepare probate documents with minimal supervision from the attorney.
• Maintain a detailed calendar of court pleadings and deadlines.
• Communicate effectively with clients, financial institutions, and beneficiaries to collate necessary information.
• Respond promptly to client inquiries via email or phone.
• Prepare necessary documentation for the transfer of securities.
• File claims for insurance proceeds and death benefits.
• Manage all dimensions of estate administration, including asset identification, collection, and distribution.
• Act as a liaison among attorneys, clients, accountants, and financial professionals.
• Draft correspondence to creditors in instances of estate insolvency.
• Scan and organize all estate/trust administration documentation into electronic files.
• Perform additional duties as assigned.
  
  

Required Skills

• Strong research and investigative abilities.
• Proficient in Office 365, particularly Excel.
• Familiarity with practice management software.
• Excellent time management and organizational skills.
• Strong communication and interpersonal capabilities.
• Ability to work collaboratively within a team environment.
• Self-motivated with outstanding problem-solving and analytical skills.
  
  

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 attire and communication skills are essential.
  
  

Career Growth Opportunities

We are dedicated to fostering professional advancement and development, providing ample opportunities for you to refine your skills and progress within the firm.

Company Culture And Values

Our law office promotes a collaborative and supportive atmosphere where you will feel appreciated and empowered. We are a team devoted to delivering compassionate client service, and we prioritize teamwork and mutual success. In this enriching environment, you will have the opportunity to learn from seasoned professionals and enhance your legal acumen.

Compensation And Benefits

• Pay Rate: \(22 - \)26 (Dependent on Experience)
• 40 Hours / Full-Time
• Monday - Friday, 8:00 AM - 5:00 PM
• Non-exempt status
  
  

We eagerly anticipate the addition of a new member who is aligned with our dedication to excellence and client service.

Employment Type: Full-Time