Trust and Estates Paralegal
Thomas B. Reynolds See More Job Openings by This Employer
- Full Time
- $65,000 - $80,000
About the Opportunity
A well-established lawyer with a sophisticated estate tax planning and administration practice in the Buckhead area of Atlanta is seeking an experienced, self-directed Trusts & Estates Paralegal to provide high-level support.
This position is full-time with flexible hours and a mostly in-office schedule in a professional, collaborative environment. You will work directly with the attorney on complex, high-net-worth matters and have significant autonomy and direct client interaction.
Key Responsibilities
l Assist with sophisticated estate planning for high-net-worth clients, including drafting and revising wills, revocable and irrevocable trusts (including advanced techniques), powers of attorney, healthcare directives, and related documents.
l Support trust funding and ongoing trust administration.
l Create entities in multiple states.
l Handle estate and trust administration matters, including probate proceedings in Georgia courts, asset inventories and valuations, creditor claims, distributions, disclaimers, and sub-trust funding.
l Assist with preparation of federal estate tax returns (Form 706) and gift tax returns (Form 709).
l Coordinate with CPAs, appraisers, financial advisors, and other professionals.
l Assist with client intake, gather detailed financial information, and communicate directly with clients with professionalism and discretion.
l Maintain case files, track deadlines, and ensure compliance with court and tax filing requirements and client needs.
l Provide general administrative and office support.
Qualifications
l Three or more years of hands-on experience in trusts & estates, with strong preference for experience in estate tax planning and/or administration (Forms 706 and 709 experience is valued, but not required).
l Solid understanding of federal estate, gift, and generation-skipping transfer tax rules and Georgia probate procedures.
l Excellent legal drafting and organizational skills with attention-to-detail.
l Strong interpersonal and client communication skills; comfortable working directly with sophisticated clients and taking responsibility.
l Self-starter who can manage matters independently with appropriate attorney supervision.
l Paralegal certificate or degree from an accredited program preferred; NALA Certified Paralegal (CP) a plus, but not required with appropriate work experience.
l Proficiency with Microsoft Office Suite; experience with estate planning software or case management systems is beneficial, as is experience with TimeSolv billing program.
Compensation & Benefits
l Competitive salary commensurate with experience (target range $65,000 – $80,000+ depending on qualifications and demonstrated expertise in sophisticated estate work).
l Flexible full-time schedule.
l Mostly in-office with a professional, low-key environment.
l Opportunity to work on high-level, intellectually engaging matters with direct impact.
l Supportive practice setting with room for professional growth.
Salary
- $65,000 - $80,000
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