Remote Probate Paralegal & Trust Administration

Job Title: Probate and Trust Administration Paralegal

Location: Remote/Hybrid/Onsite (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 in the Dover region, dedicated to delivering exemplary support to our esteemed clients. We are actively searching for a Probate and Trust Administration Paralegal to become a vital part of our team, with flexibility for hybrid or remote work arrangements. This position is well-suited for a proactive individual with a strong foundation in research and investigation. As an essential team member, you will be tasked with formulating and executing plans while adeptly managing numerous estate and trust administration files. The ideal candidate will demonstrate extensive experience in all facets of estate and trust administration, exhibiting exceptional organizational capabilities and a steadfast dedication to meeting deadlines. A background in finance or banking is advantageous. We pride ourselves on fostering a community that transcends mere employment, valuing your contributions and nurturing your professional journey.

Key Responsibilities

• Balancing in-office and remote work as necessary.
• Assisting with all dimensions of probate and estate administration from initiation to completion.
• Supporting trust administration processes from start to finish.
• Drafting probate documents with minimal oversight from attorneys.
• Maintaining a calendar of court filings and key deadlines.
• Engaging with clients, financial institutions, and beneficiaries to collect essential information.
• Addressing client inquiries via email or phone promptly.
• Preparing necessary documentation for the transfer of securities.
• Filing claims for insurance benefits and death proceeds.
• Compiling accounts for estate administration or trust accounting.
• Corresponding with the Probate Court as needed.
• Managing all facets of estate administration, including asset identification and collection, maintaining estate bank accounts, monitoring expenditures, and distributing assets to beneficiaries.
• Drafting Receipt and Release Agreements.
• Acting as a liaison among attorneys, clients, accountants, brokers, financial planners, and appraisers.
• Calculating filing fees and fiduciary commissions.
• Obtaining asset valuations and aiding in the division of assets and funding of trusts/bequests.
• Balancing financial accounts and brokerage statements.
• Assisting clients in identifying qualified appraisers for real estate or personal property.
• Contacting relevant companies to finalize outstanding accounts and credit cards.
• Arriving at team meetings prepared to discuss the status of ongoing files.
• Monitoring client-advanced expenses for reimbursement.
• Drafting letters to creditors in cases of estate insolvency.
• Following up with creditors to resolve debts or confirm that balances have been written off.
• Organizing and digitizing all estate/trust administration documents.
• Preparing mailings as required for the estate/trust administration process.
• Performing 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, especially with banking documents, retirement accounts, and investment documents, is beneficial.
• Notary Public certification is a plus.
• Proficient in Office 365, especially Excel, and familiarity with practice management software is preferred.
• Strong ability to collaborate within a team.
• Exceptional time management skills with keen attention to detail and the capability to meet deadlines.
• Professional demeanor and communication abilities.
• Self-motivated individual who thrives in a fast-paced environment, with strong problem-solving and analytical skills.
• Excellent communication and interpersonal abilities, capable of being both personable and persistent.
  
  

Company Culture and Values

Our law office cultivates a welcoming environment where every member feels appreciated and supported. We are a dedicated team committed to delivering compassionate service to our clients, and collaboration is at the heart of our success. In this nurturing atmosphere, you will have the chance to learn from seasoned professionals and elevate your legal knowledge and skills.

Career Growth Opportunities

We encourage professional development and provide an environment that values your contributions. You will have access to opportunities to learn from experienced professionals, thereby enhancing your legal expertise and career trajectory.

Compensation And Benefits

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

We look forward to welcoming a new member to our dedicated team, who shares our unwavering commitment to excellence and exceptional client service.

Employment Type: Full-Time