Trust & Estates Paralegal

Boutique Elder Law and Estate Planning firm seeks a highly motivated and experienced Trusts & Estates Paralegal to join our team. The ideal candidate is detail-oriented, proactive, and eager to grow within a collaborative environment.

Key Responsibilities

• Prepare probate and administration proceeding documents
• Collect, value, and manage estate assets
• Coordinate payment of debts and distribution of bequests
• Communicate with clients, beneficiaries, and fiduciaries throughout the administration process

Qualifications

• Minimum 3+ years of estate administration experience (required)
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multitask and meet deadlines
• Motivated, self-starter with a strong sense of initiative
• Bonus Skills: Experience administering taxable estates and trusts, Knowledge of fiduciary accounting
• Certified Notary Public
• Real estate experience a plus

Compensation & Benefits

We offer a competitive salary and comprehensive benefits package, including:

• 401(k) with employer contribution
• Health, dental, and vision insurance
• Health Savings Account (HSA)
• Paid time off
• Paid Holidays