SR. CORPORATE PARALEGAL – TRUST AND ESTATES
We understand that great people are the key to our success, and we provide the opportunities to match. If you join us, you’ll work with state-of-the-art technology in a friendly and professional environment, and we will continue to invest in your professional development. If you want the freedom to grow at a firm that is invested in your future, keep reading.
In this paralegal position, you will assist attorneys in all aspects of trust and estates transactions, including documentation, due diligence, development and entitlements, closing and related activities.
be a member of the firm’s Corporate department, reporting to the attorneys on your team.
On any given day, you will be working with firm partners and business colleagues on a variety of requests and projects.
Assist with planning documents and funding of assets (deeds / transfers of accounts / beneficiary changes)
Prepare and maintain documents relating to court accountings, trust administration and probate administration.
Prepare and administer estate plan critical dates and checklists.
Track and assist overseeing attorney with review of due diligence and trust and estate documents.
Participate in conference calls with clients.
Prepare clear and concise correspondence and memorandum
Prepare initial draft document, amendments to trust, estate and miscellaneous documents for attorney review.
Review organizational and authority documents.
Legal experience in corporate transactions required, experience with trust and estates preferred.
A Bachelor’s degree and/or paralegal certificate
Proficiency in Microsoft Office products, including Word, Excel, Outlook or similar mail. calendar technology.
Strong writing, organizational and communication skills
Extensive knowledge of grammar, spelling, punctuation and legal terminology
WHAT WE PROVIDE:
We provide competitive salary and benefits at all levels, and our culture embraces the entrepreneurial spirit of its professionals like no other firm. Our allied professionals are a collaborative team, helping to
define the unique client experience offered by the firm. We understand that it takes more than attorneys to build a successful legal practice; everyone participates in our commitment to excellence.
We are also proud to be an influential leader in inclusion and diversity.