What are the responsibilities and job description for the Paralegal position at The Peninsula Center for Estate and Lifelong Planning?
Job Description
Any applicant MUST have a minimum of two (2) years’ experience in Trust and Estate Administration. The perfect candidate must be well organized and be able to handle important deadlines. The position will work under the Trust and Estate Paralegal for training and assisting with daily tasks and management of files and will ultimately become the department manager. This person will assist with the preparation and filing of inventories and accountings; draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters; assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney; maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed; monitor suspense dates; respond to general client inquiries regarding non-legal matters; serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned. Until such time as the Trust and Estate Administration Paralegal position becomes full-time, the paralegal in this position will work with the Firm’s estate planning paralegals on drafting estate planning and other documents and help with general office administration.
Benefits
Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.
Compensation
Commensurate with experience. Range $45,500 - $55,000
Employment Type: Full Time
Years Experience: 1 - 3 years
Salary: $55,000 Annual
Bonus/Commission: No
Any applicant MUST have a minimum of two (2) years’ experience in Trust and Estate Administration. The perfect candidate must be well organized and be able to handle important deadlines. The position will work under the Trust and Estate Paralegal for training and assisting with daily tasks and management of files and will ultimately become the department manager. This person will assist with the preparation and filing of inventories and accountings; draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters; assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney; maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed; monitor suspense dates; respond to general client inquiries regarding non-legal matters; serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned. Until such time as the Trust and Estate Administration Paralegal position becomes full-time, the paralegal in this position will work with the Firm’s estate planning paralegals on drafting estate planning and other documents and help with general office administration.
Benefits
Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.
Compensation
Commensurate with experience. Range $45,500 - $55,000
Employment Type: Full Time
Years Experience: 1 - 3 years
Salary: $55,000 Annual
Bonus/Commission: No
Salary : $45,500 - $55,000
