Legal Assistant - Probate/Trust Administration

Our busy law firm is looking for an efficient, organized legal assistant to assist our attorneys and clients in probate, trust administration, and estate planning matters. If you have experience in a law firm environment and are looking for a rewarding opportunity in the legal industry, we want to connect with you.

Compensation:

Commensurate on experience.

Responsibilities:

• Provide legal and administrative support for estate planning, probate, trust administration, guardianship, and business organization
• Prepare legal pleadings and forms, client correspondence, and provide calendar management for attorney
• Conduct extensive communication with clients, advisors, executors, trustees, beneficiaries, and court personnel
• Manage and track multiple cases to meet deadlines
• Prepare annual accountings for trust administrations and guardianships
• Conduct client billing and manage accounts payable and receivable
• Prepare asset transfer documents including account documentation, asset assignments and beneficiary claim forms
• Maintain online e-filing system

Qualifications:

• Minimum 3-5 years of experience in a law firm.
• Paralegal Certificate or Degree required or equivalent experience in area of probate/trust administration
• Ability to comfortably use all Microsoft Office products and HotDocs Software