What are the responsibilities and job description for the Estate and Succession Planning Paralegal position at infinitize solutions?
Summary:
Experienced paralegal role focused on estate and succession planning, providing comprehensive support to attorneys in estate planning, probate, trust administration, and related tax matters. The position requires expertise in legal documentation, tax filings, and court procedures.
Responsibilities:
- Draft estate planning documents (Wills, Trusts, Powers of Attorney) using HotDocs
- Prepare gift and fiduciary tax returns, including Schedules K-1
- Manage trust administration: asset evaluations, inventories, distributions, and court filings
- Coordinate estate administration: probate filings, asset transfers, creditor claims, and tax documentation
- Support guardianship/conservatorship proceedings with necessary petitions and financial reporting
- Maintain court calendars, trust/estate records, and communicate with clients, beneficiaries, and courts
Qualifications:
- Bachelor’s Degree and Paralegal Certificate from an ABA-approved program
- Minimum of 5 years' experience in estate and trust law
- Proficiency in HotDocs, Microsoft Excel, and tax software
- Strong legal research, written and verbal communication, and organizational skills
- Ability to work independently with sound judgment and attention to detail
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
People with a criminal record are encouraged to apply
Work Location: In person
Salary : $60,000 - $70,000
