Trust and Estates Paralegal

Riggs Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high‑performing estate planning and trust administration team in Brentwood, Tennessee feud. This is a long‑term role for someone who enjoys real responsibility, owns their files, and wants to work on sophisticated matters in a supportive, low‑drama environment.

You will be the primary operational driver on estate planning and trust administration matters, keeping cases moving and making sure nothing falls through the cracks. The work is a mix of detailed document/administration tasks and direct client contact with families, fiduciaries, and advisors.

• Own and coordinate all aspects of estate and trust administration, including docketing deadlines and tracking all follow‑up items to completion.
• Handle trust funding, including preparing deeds and transfer documents and coordinating with financial institutions on account titling and beneficiary designations.
• Review estate planning documents for accuracy and consistency and prepare clean execution sets for clients.
• Maintain and improve project management systems and client files (checklists, ticklers, status reports) for multiple open matters.
• Communicate with clients, advisors, and team members to provide clear updates and an excellent client experience.
• Support attorneys in organizing client meetings, preparing materials, and monitoring tickler systems for reviews and follow‑up work.

• 3–5 years of relevant paralegal experience in trusts and estates, probate administration, or a related field.
• Strong understanding of the estate planning and trust administration process.
• Exceptional organizational skills and a proven ability to manage multiple concurrent matters.
• Experience working with project management software or task tracking tools (we currently use Asana).
• Excellent attention to detail, follow-through, and written communication.
• Ability to thrive in a fast‑paced, team‑oriented environment.
• Proficiency with Microsoft Office and general office technology.

At Riggs Davie, talented professionals are treated as true partners in the work. We offer:

• Substantive work on complex estate planning and trust administration matters for individuals, families, and business owners.
• Close collaboration with experienced attorneys who value input and encourage growth (including exposure to tax, business, and advanced planning concepts as your experience grows).
• A positive, respectful culture with reasonable hours, flexibility where possible, and real appreciation for high‑quality work.
• Competitive compensation and benefits commensurate with experience. Salary range of $60,000–$90,000 annually for this position, depending on experience and qualifications.
• Comprehensive benefits package including 401(k) with employer match, health insurance with an employer‑paid portion of premiums, long‑term disability, group life insurance, paid time off, and access to a health savings account (HSA).

If you are a highly organized T&E paralegal who likes taking ownership and keeping sophisticated matters on track, we would like to speak with you.

Please send your resume and a brief cover letter to escruggscontacts with the subject line “Trusts & Estates Paralegal Application – [Your Name]”.