Estate Planning, Probate & Trust Administration Paralegal
Full Time • Hybrid - US
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Free uniforms
- Paid time off
- Profit sharing
Job Summary
We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will manage & support the probate & trust admin department under the supervision of our experienced Senior Associate Attorney. We are You will perform legal research, conduct meetings, and assist with client support.
Responsibilities
- Act as liaison between attorney and client
- Process inquiries pertaining to Probate, and Trust Administration
- Ensure that case-related documents are well organized and available for review
- Conduct legal research when necessary
- Provide general administrative support
- Communicate with clients
- Attend or host in-take meetings with clients
- Maintain and update documentation
Qualifications
- 3+ years previous experience as an Estate Planning Paralegal or similar role is required
- Certification or Associates Degree as a Paralegal
- Familiarity with legal procedures, terminology, and the court system
- Strong verbal and written communication skills
- Highly organized with document management experience
- Excellent research skills
- Comfortable Microsoft Office and case management software
- Ability to multitask and work well under pressure
- Extremely organized and detail oriented
- Minimal mistakes made in drafting, typing, and communications
Flexible work from home options available.
Compensation: $60,000.00 - $80,000.00 per year
At Safe Harbor Law Firm (formally known as Buff Law Firm PLLC), we focus on estate planning, elder law, and closely related practice areas. Our true focus, however, is helping families plan for and take control of their future. This can involve:
- Ensuring your assets will go to the people you want, when you want, in the manner you want after you pass away
- Preparing for the possibility that you or your spouse will need expensive long-term care—and helping you find ways to pay for it
- Ensuring that people you trust have the authority to make financial and medical decisions on your behalf in the event of incapacity
- Protecting your assets and those of your heirs against threats such as creditors, lawsuits, divorce, the high cost of long-term care, and more
- Guiding your loved ones through the probate and/or trust administration process
Safe Harbor Law Firm has helped families from all walks of life find solutions to challenges like these and many more. We welcome the opportunity to do the same for you. Ultimately, our goal is to help you enjoy the peace of mind that comes from having a plan in place for the future.
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