Paralegal - Estates & Personal

Summary

Estates and Personal Paralegals have the opportunity to work directly with the Firm’s partners, lawyers, and clients.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Create flow charts and family trees to show relationships between family investments
• Review and analyze trust documents
• Draft explanatory charts and written summaries regarding trust provisions
• Prepare presentations for use in settlement discussions
• Create Excel spreadsheets for use as exhibits
• Research, review and organize client files and materials
• Fact-check various trust documents and agreements
• Notarize client documents
• Assist with court filings and will executions

· Assist with special projects supporting the Firm’s practice development, knowledge management and business development initiatives

In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.

Qualifications

• Knowledge of legal/paralegal environments
• Strong verbal and written communication skills
• Good organizational skills; detail-oriented
• Good interpersonal skills
• Able to work under pressure
• High degree of initiative and self-motivation

Education and/or Experience

• Bachelor's degree required.
• Prior legal experience is beneficial but not required

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Application

To apply for a paralegal position, please submit a cover letter, resume and unofficial transcript. Applicants must include all of the above-mentioned materials in order to be considered for this position. The Firm will only consider candidates that submit completed applications.

The base salary range offered for this role will be $61,000. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm.

The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits. For a more comprehensive list of employee benefits, please visit .