What are the responsibilities and job description for the Paralegal - Estate Planning position at Law?
We are committed to providing exceptional legal services in estate planning, probate, and trust administration. Our team is dedicated to helping clients navigate complex legal landscapes with compassion and expertise. We are seeking a seasoned Estate Planning Paralegal to join the dynamic team in Phoenix, Arizona.
Job Description :
We are looking for an experienced Estate Planning Paralegal who is passionate about helping clients plan for the future. The ideal candidate will have a deep understanding of estate planning, probate, and trust administration processes and will be able to work independently while managing a diverse caseload.
Responsibilities :
- Assist attorneys in preparing and drafting estate planning documents, including wills, trusts, powers of attorney, and advance directives.
- Conduct client interviews and gather necessary information for estate planning and probate matters.
- Prepare and file probate documents, manage estate administration, and ensure compliance with court deadlines.
- Conduct legal research and draft memoranda as needed.
- Maintain and organize client files, ensuring all documentation is accurate and up-to-date.
- Communicate with clients, beneficiaries, and other parties to provide updates and gather necessary information.
- Assist with trust administration, including the preparation of trust accountings and distributions.
- Coordinate and manage estate planning seminars and client workshops.
- Provide administrative support to attorneys as needed.
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Benefits :
