What are the responsibilities and job description for the Estate Paralegal position at Strategic Employment Partners (SEP)?
We are seeking a highly motivated and experienced Paralegal to join our thriving Estate Planning Department. The ideal candidate will have 5 years of paralegal experience with a strong focus on estate planning matters. This role will involve a wide range of responsibilities supporting attorneys in all aspects of estate administration, including :
Key Responsibilities :
- Estate Administration :
- Assisting with probate and trust administration proceedings, including gathering and organizing estate assets.
- Preparing and filing necessary court documents, such as inventories, accountings, and petitions.
- Communicating with beneficiaries, executors, and other interested parties.
- Assisting with the distribution of estate assets.
- Estate Planning :
- Preparing estate planning documents, such as wills, trusts, powers of attorney, and healthcare directives.
- Conducting legal research and analysis.
- Assisting with client meetings and consultations.
- Maintaining client files and databases.
- Other Duties :
- Performing general administrative tasks, such as scheduling appointments and managing calendars.
- Assisting with special projects as needed.
Qualifications :
Benefits :
