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Join a respected full-service law firm with a dynamic team serving corporate, real estate, and estate planning clients across diverse industries. This is an exciting opportunity for an experienced Paralegal to make an impact by providing comprehensive legal support to a collaborative group of attorneys.
Essential Duties and Responsibilities
· Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
· Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns
· Maintain and create Corporate Records
· Organize and maintain electronic and physical client files, estate documents and trust records
· Coordinate signatures, notarization, and documents execution (including e-signtaure platforms such as DocuSign).
· Enter attorney timeslips into iTimekeep
· Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals
· Support attorneys with case management from inception through resolution
Required Competencies, Education and Experience
· 5+ years of legal experience, in Trusts & Estates
· Proficiency in fiduciary accounting and legal case/document management
· Excellent organization, accuracy, and communication skills
· Bachelor’s degree preferred
· This position requires regular and predictable in-office attendance
JOB ID: 170006
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Jamie Klüg