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Senior Trust & Estates Paralegal
Location: Middletown, DE
Position: Full Time – In-Office, Monday through Friday 8:30 am – 5:00 pm
Compensation: $30.00-$45.00 per hour
Agile Legal is a fast-growing company that provides legal support and services to businesses, funds, and law firms. Our goal is to provide clients with successfully completed projects on time, mitigating risks and giving them peace of mind. Our team includes licensed attorneys, senior paralegals, and dedicated legal professionals who work together to give clients the services and business outcomes they need to free up the time, capacity, and attention needed to lead and direct legal projects and meet objectives.
Here’s what an ordinary day of work might look like…
- Assist with the initial drafting of estate planning documents
- Interview clients and gather information to prepare wills and trust documents
- Prepare trust administration documents, such as trust certifications, allocation of assets, and all documents related to asset transfers to beneficiaries
- Prepare petitions for probate, trust-related documents, pleadings, and declarations
- Prepare beneficiary and creditor notifications
- Prepare asset inventories and estate counting
- Assist with trust accounting and funding
- Assist in the preparation of federal estate and gift tax returns
- Manage probate dockets
- Recording deeds with accompanying transfer documents
- Organize/index documents
- Direct communication with clients and client advisors
- Comply with and understand company operations, policies, and procedures
- Keep confidentiality of client and client’s client matters
- Perform other related duties as assigned
What you will need to be successful
- 5 + years of current job experience with Trusts & Estates
- Trust administration is preferred, and Probate experience is required
- Knowledgeable experience in other areas such as Litigation, Bankruptcy, Real Estate, or Family Law is preferred.
- Must be teachable and open to learning other jurisdictions
- Must be able to adapt to change
- Experience with one or more software platforms
- Solid computer skills and experience with Microsoft Office suite
- Competent with Adobe Acrobat Pro
This job is for you if
- You are a self-starter who works well independently and in a team
- You are flexible and responsive
- You are good at online research and adapting to new projects and clients
- You enjoy communicating with clients and guiding people through projects
- You can function well under pressure and deadlines
- You pay close attention to detail and think ahead
- You take pride and integrity in your work
- You are highly professional and well-organized
- You can work in a collaborative teamwork environment and able to share information with appropriate parties on a need-to-know basis
- Able to motivate and work effectively with highly skilled talent
- You have strong analytical, troubleshooting, organizational, and planning skills
Benefits
- Medical, dental, vision
- Company-paid life insurance
- 401(k)
- Variable incentive compensation bonus
- 11 holiday days
- PTO
What are you waiting for? Apply now!
- $30 - $45/hour
