Estate Paralegal

Position: Estate Planning Paralegal

Responsibilities:

• Maintain a positive and professional demeanor in all interactions with colleagues, clients, and external parties.
• Utilize paralegal experience to assist attorneys in estate planning matters.
• Review and interpret financial documents, including bank statements and brokerage reports.
• Address complex client inquiries promptly and accurately.
• Coordinate with external vendors to gather necessary data and asset information.
• Collaborate with external vendors to collect essential data and asset information.
• Prepare estate tax returns with meticulous attention to detail.
• Consistently meet deadlines efficiently.

Qualifications:

• 2-3 years of experience as a paralegal in trust and estate planning (preferred).
• Proficiency in reading and interpreting financial and brokerage reports.
• Strong interpersonal and communication skills, both verbal and written.
• Ability to work independently while also collaborating effectively within a team.
• Highly organized, detail-oriented, and skilled at proofreading.
• Self-motivated with a proactive approach to learning and problem-solving.
• Capable of analyzing information to provide high-quality client service.

Additional Details:

• This position is onsite, with eligibility for one hybrid workday after six months.
• Competitive compensation package commensurate with experience and qualifications.

Experience:

• Paralegal experience: 1 year (Required)
• Lexis-Nexis: 1 year (Required)
• Estate planning: 1 year (Required)

Salary Range

$55,000 - $75,000 a year