Paralegal | Estate and Trust Planning and Administration

We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We serve as trusted advisors to some of the area’s most prominent individuals, executives, families and business owners to assist them with the accumulation, management, protection and transfer of their wealth. This affords us the opportunity to continually work on sophisticated and challenging projects, creating unlimited learning opportunities and increased levels of engagement for our team members. Our collaborative and team-oriented culture drives our ability to serve our clients’ needs.

As an Estate and Trust Planning and Administration Paralegal, you will assist attorneys, senior paralegals and clients with the implementation and funding of estate plans and also with the process of settling the estates of clients’ loved ones. You will have access to the resources of a large firm, but also have the opportunity to learn and grow with sophisticated and challenging work.

Job responsibilities include:

• Assisting supervising attorneys in the preparation of estate planning documents and property schedules
• Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation (pre- and post-death)
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