What are the responsibilities and job description for the Trust and Estate Paralegal Professional position at Pierro, Connor & Strauss, LLC?
About the Position
Pierro, Connor & Strauss is a trusted law firm providing counsel for estate and trust planning, elder law, Medicaid planning, estate and trust administration, litigation, guardianship, special needs planning, business planning, and tax planning.
Key Responsibilities
- Collaborate with attorneys to prepare estate planning documents, such as Wills, trusts, powers of attorney, living wills, and healthcare directives.
- Develop customized documents for individual clients, ensuring accuracy and clarity.
- Support attorneys in conducting initial client intake interviews to gather necessary information.
- Foster effective communication with clients, addressing inquiries and collecting necessary documents and information in a timely manner.
- Maintain client confidentiality while handling sensitive data.
- E nsure executed documents are properly signed, notarized, and filed according to state law.
Essential Qualifications
- Bachelor's degree in Paralegal Studies or equivalent experience in estate planning or related legal fields.
- A minimum of 3 years' experience drafting estate planning documents or in a similar paralegal role with a focus on wills, trusts, and related legal documents.
- Proficiency in using legal software such as Clio, NetDocuments, Wealth Docx preferred.
