Paralegal - Estate Planning

Researches, analyzes, and manages estate and trust files; responsible for annual review, re-evaluation, and closure of assigned legal files; reviews, identifies, and processes a variety of legal documents; prepares advanced, technical, and highly confidential correspondence and/or reports regarding the estate and trust files; responds to inquiries regarding the estate and trust files assigned.  Serves as a liaison for other departments and/or divisions seeking information or services.  May provide instruction and training to divisional staff as it relates to some aspects of legacies.

Key responsibilities:

• Performs annual re-evaluations for each estate and trust as needed; performs semi-annual reviews of files on estate and trust matters for closure or unresolved issues and performs the necessary tasks to bring the matters to closure; ensure the closure is in an accurate and timely manner.

• Create an accurate valuation for each asset from all estates and trusts and review and track those valuations as assigned, utilizing an estate and trust database to record such information; maintain database and assures that information is accurate and entered in a timely manner.

• Conduct legal research on assets to be liquidated, as assigned, where the Legal Secretary or other Board member serves as fiduciary representative of the estate or trust; identify assets for the divisions that require liquidation and advise the appropriate division.

Physical Requirements and Working Conditions:

• Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts associated with noise, dust, dirt, and the like.

• Must be able to travel.

Employee Benefits

• Health, Dental and Vision Insurance
• Paid Time Off
• Holidays with Pay
• Life Insurance
• Retirement Plan and more!

• Bachelor’s degree from an accredited college or university with three (3) years of relevant and progressively responsible work experience in a professional environment as a paralegal in a legal office including some experience in estates and trust management. OR

• Associate degree in paralegal studies or other legal certification with five (5) years of relevant and progressively responsible work experience in a professional environment as a paralegal in a legal office including some experience in estates and trust management. OR

• Any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.

Licenses and Certifications:

• Paralegal certification is required.

• Valid State Driver's License is required.

• Notary Public preferred.

Equal Opportunity Employer: Veterans | Disabled