Trusts & Estates Paralegal

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We are seeking a dedicated and knowledgeable Trusts & Estates Paralegal who will, under the supervision of attorneys, provide support for all types of trust and estate administration. The paralegal will operate as part of a team of attorneys and support staff to provide a high level of service to both internal and external clients.

Duties

• Responsible for the daily trust administration for various clients (i.e., properly manage accounts, prepare letters, transfer forms, etc.)
• Draft correspondence to financial institutions for documents and information required for estate and trust administrations
• Prepare probate court forms for estate administrations for attorney review
• Assist in drafting estate planning documents, including wills, powers of attorney, and both basic and advanced trusts.
• Help manage and organize estate and probate files.
• Prepare accounting and financial statements.
• Filing and obtaining records with the courts and government offices (experience e-filing trust petitions with the RI Superior Court is a plus).
• Proofreading documents for spelling, grammatical, and/or formatting errors.
• Communicate directly with clients to provide updates or assist with accounting and tax needs.

Experience

• Bachelor’s degree or equivalent experience required.
• Paralegal Certification preferred.
• Minimum 3 years of relevant work experience in a professional environment, which includes progressive responsibility in managing client trust accounts.
• Law firm experience preferred.
• High level of proficiency with technology, including Microsoft Office Suite applications (with focus on MS Word and MS Excel), Adobe Acrobat, Docu Sign, Lexis/Nexis, and other internet research tools.
• Excellent organizational skills, attention to detail, and the ability to multitask.
• Highly effective written and oral communications.
• Creative problem-solving abilities.
• Work independently, taking initiative to move projects to conclusion.
• Maintain a professional demeanor in stressful situations.
• Reliable and dependable team player.
• Maintain confidentiality of client information.
• Ability to perform well under pressure.

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Administrative
• Industries Law Practice

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