| Title | Trust and Estates Paralegal |
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| Department | Trusts, Estates, Fiduciaries & Family Business Practice Group |
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| FLSA Status | Non - Exempt |
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| Summary | This paralegal position provides support to the attorneys in the estate planning, business-succession planning, fiduciary litigation, and fiduciary advice practice groups. Responsibilities include assisting the attorneys in the preparation of estate planning documents, deeds and beneficiary designation forms; preparation of certain business-planning related documents such as assignments; attending and assisting in client meetings with execution of documents; assisting with client communications; preparing closing binders and electronic transcripts of estate planning and business planning documents, assisting with corporate and court filings; obtaining Tax ID numbers; assisting with billing; assisting with electronic productions of documents and secure file sharing; and assisting with managing certain administrative tasks for the attorneys. |
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| Essential Job Functions | - Ability to respond quickly to changing priorities and to be self-motivated, with the ability to work independently as well as part of a team.
- Excellent organizational, project-management and calendaring skills.
- Great client skills.
- Outstanding oral and written communication skills.
- Excellent document management skills.
- Great work ethic.
- Attentive to detail and able to multi-task.
- A professional attitude and professional engagement with clients and team members are essential.
- Able to handle confidential and sensitive information with discretion
- Detail oriented and able to multi-task and work within deadlines
- Using software to assist with the preparation of estate planning documents.
- Participation in meetings with clients, attorneys and advisors during the estate planning and estate-administration process.
- Communicate professionally and timely with clients, family members, trustees, other attorneys and professionals.
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| Necessary Knowledge, Skills and Abilities | - Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
- Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
- Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign;
- Proficient in or willing to learn software for secure file sharing and billing.
- Experience with XPressDox a plus.
- Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
- Retain a high level of flexibility and resourceful problem solving.
- Exceptional verbal and written communication skills.
- Ability to handle sensitive information with the highest degree of integrity and confidentiality.
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| Educational and Experience Requirements | - Bachelor’s degree or equivalent education and work experience;
- At least two plus years of experience in a professional services firm with a concentration in estate planning, corporate work or litigation.
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| Work Environment and Physical Demands | - Ability to work extended hours when necessary, although this is rarely requested.
- Normal office environment; no unusual physical demands.
- In office position
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