... Estate Management). * Prepare securities valuations (EstateVal) and calculations for estate ... HotDocs and IGrafx). * Assist in drafting/proofing and recording of deeds for estates and ...
... Estate Management). * Prepare securities valuations (EstateVal) and calculations for estate ... HotDocs and IGrafx). * Assist in drafting/proofing and recording of deeds for estates and ...
... Estate Management). * Prepare securities valuations (EstateVal) and calculations for estate ... HotDocs and IGrafx). * Assist in drafting/proofing and recording of deeds for estates and ...
... Estate Management). * Prepare securities valuations (EstateVal) and calculations for estate ... HotDocs and IGrafx). * Assist in drafting/proofing and recording of deeds for estates and ...
Technology Specialist
Honolulu, HI · Hybrid
$21.74 - $28.80/hr
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Technology Specialist
Honolulu, HI · Hybrid
$21.74 - $28.80/hr
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Effectively manage client relationships and a team of paralegals for high-volume clients * Explain ... Navigated complex technology platforms efficiently (ImmSTAR, HotDocs, Excel) * Effective written ...
Effectively manage client relationships and a team of paralegals for high-volume clients * Explain ... Navigated complex technology platforms efficiently (ImmSTAR, HotDocs, Excel) * Effective written ...
Director, Real Estate Counsel
Orlando, FL · On-site
Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system ...
Director, Real Estate Counsel
Orlando, FL · On-site
Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system ...
Technology Specialist
Honolulu, HI · On-site
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Quick apply
Technology Specialist
Honolulu, HI · On-site
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Job duties and responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Job duties and responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Technology Specialist
Honolulu, HI · On-site
$21.74 - $28.80/hr
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Technology Specialist
Honolulu, HI · On-site
$21.74 - $28.80/hr
... management tools, Microsoft products, and other applications. Provides staff training and IT ... HotDocs, A2J interfaces, and Legal Server. Training will be provided. * Must also have advanced ...
Director, Real Estate Counsel
Orlando, FL · On-site
Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system ...
Director, Real Estate Counsel
Orlando, FL · On-site
Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system ...
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
Job Duties and Responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Job Duties and Responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Manager Hotdocs information
What are the key skills and qualifications needed to thrive as a Manager Hotdocs, and why are they important?
What are some typical challenges faced by a Manager Hotdocs when implementing document automation solutions across an organization?
What are Manager Hotdocs?
What is the difference between Manager Hotdocs vs Document Specialist?
| Aspect | Manager Hotdocs | Document Specialist |
|---|---|---|
| Credentials | Typically requires experience with Hotdocs software, possibly a related degree in business or IT | Often requires proficiency in document management and editing, with certifications in document software |
| Work Environment | Leads teams, manages workflows, and oversees document automation projects | Focuses on creating, editing, and managing documents within organizations |
| Industry Usage | Common in legal, insurance, and financial sectors | Used across various industries for document preparation and management |
The main difference is that a Manager Hotdocs oversees the implementation and management of Hotdocs automation systems, while a Document Specialist focuses on creating and editing documents, often using Hotdocs or similar tools. The manager has leadership responsibilities, whereas the specialist is more hands-on with document production.

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 2 days ago
Job description
The Trust & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.
Key Responsibilities:
- Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate (GEMS-Gillett Estate Management).
- Prepare securities valuations (EstateVal) and calculations for estate administration (Tiger Tables/Excel).
- Assist in drafting estate planning documents and related summary illustrations (HotDocs and IGrafx).
- Assist in drafting/proofing and recording of deeds for estates and individual clients, and complete electronic searches of land records.
- Prepare and file pleadings for estates in multiple probate courts in Alabama.
- Communicate with clients, CPAs and brokerage firms regarding estate administration and estate planning matters.
- Assist with document management, discovery and support as needed for probate and estate contest litigation matters.
- Meet with attorneys and other professionals to discuss assigned cases or projects.
- Serve as liaison between firm, clients, advisors, and beneficiaries.
- Develop and maintain records regarding billable hours spent on specific matters.
- Maintain and organize matter files, documents, and correspondence.
- Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
- Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
Job Requirements:
- Bachelor's degree with ABA paralegal certification or Associates/bachelor's degree in paralegal studies, preferred.
- 2-3 years minimum paralegal experience in Trust & Estates or Tax.
- Detail oriented with strong proofreading skills.
- Knowledge and understanding of legal principles and practices
- Ability to apply understanding and knowledge of the probate process and preparing state, and federal fiduciary income and death tax returns.
- Strong organizational and problem-solving skills.
- Superior interpersonal skills to ensure effective communication across a diverse group of internal and external clients, attorneys and staff while maintaining high level of work quality and customer service.
- Ability to handle confidential and sensitive information with appropriate discretion.
- Ability to work moderate overtime.
Why Join Bradley?
We offer more than just a job - we provide a place to build your career. Bradley offers:
- Competitive salaries, commensurate with experience.
- Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
- Professional development support, including CLE tracking and training programs.
- A collaborative, inclusive, and supportive culture.
Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.