Trust & Estate Administrative Paralegal
Prominent Providence-based law firm seeks a paralegal experienced in estate planning, trust administration, probate, and business transactional. The Trust & Estate Administrative Paralegal role entails performing a wide range of estate planning functions requiring knowledge of administrative filings, trusts, and investments while maintaining a high level of client contact. The ideal candidate will have a minimum of 1-3 years of experience in this area of work.
Primary Responsibilities of the Trust & Estate Administrative Paralegal:
- Paralegal support in estate planning, probate, trust administration, and business transactional practice areas.
- Draft client engagement letters.
- Create new client matters and maintain existing files.
- Draft business formation documents, operating agreements, articles of incorporation, form entities with Secretary of State, obtain EIN’s, business licenses, and annual renewals.
- Prepare related documents for probate, wills, trusts, and obtaining letters of administration, prepare inventories of assets.
Essential Skills of the Trust & Estate Administrative Paralegal:
- General estate planning knowledge to include 2+ years experience with probate proceedings including, but not limited to communication with clients, drafting of initial estate planning documents, assist with asset valuations and accounting.
- Personable and prompt. Willing to go the extra mile for clients and colleagues.
- Highly organized.
- Exceptional attention to detail.
- Ability to multi-task and track of ongoing projects.
- Professional attitude.
- Ability to intake client projects from start to completion. Coordinate with the other attorneys and paralegals on client matters as needed.
- 2+ years of paralegal or legal assistant experience required.
- Proficient in Microsoft Office with superior typing skills and accuracy is essential.
Please send your resume to apply for immediate consideration.
City Personnel, Inc. is an Equal Opportunity Employer and we do not discriminate against applicants due to race, national origin, religion, marital status, veteran status, disability, gender, gender identity, sexual orientation, or other protected characteristics. If you need special accommodation for the application process, please contact us.