What are the responsibilities and job description for the Estate Planning Paralegal position at Opportunities?
Burr & Forman LLP is seeking an experienced estate planning paralegal. This position will preferably be resident in our Birmingham, AL or Columbia, SC office. With a one-firm culture across our 20 offices, Burr & Forman is committed to our clients, our colleagues, and our communities. To deliver the highest client service, we recruit the best people and invest in their success. We are active leaders in our local communities and seek to grow and nurture strong relationships with our clients, colleagues and local communities. It’s the Burr way. If our commitment and values align with yours, please consider joining our team.
KEY CONTRIBUTIONS
- Research obituaries to determine client’s current living status and locate contact information for designated personal representatives.
- File original wills with the probate court in coordination with Information Governance.
- Assist Information Governance in returning original client documents to the client, personal representative, or new counsel.
- Digitize original client documents such as wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns as applicable.
- Occasional travel between Burr offices.
THE ESSENTIALS
- A Bachelor’s degree, paralegal certification or degree, and/or an equivalent combination of education and experience
- Two or more years of estate planning experience
- Knowledge of legal process, principles and practices required in probating estate assets and responsibilities of personal representatives with regard to estate tax procedures for decedents
- Highly organized, detail-orientated, proactive with a desire to take ownership as a contributing member of the team
- Strong communication, drafting and writing skills
- Proficiency with Microsoft Word and Outlook
- Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations
EOE/M/F/Vet/Disabled
Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, sex stereotyping, or disability.
Please view Equal Employment Opportunity, E-Verify, and other related posters at www.burr.com/careers/working-at-burr.
