Probate and Trust Administration Paralegal

Position Summary 

The Probate and Trust Administration Paralegal (PTAP) personally and professionally support the vision and mission of the law firm.  The PTAP is responsible for managing firm Probate and Trust Administration matters assigned and ensure they are done in a timely and efficient manner, in accordance with firm processes.  The PTAP prepares documents and extends outstanding customer service to clients and obtains support and oversight from firm attorney when needed or required by legal ethics rules. 

The PTAP works independently and collaborates with attorney and client services to foster a team spirit in cooperation with law firm management. 

Duties and Responsibilities 

-Handles client meetings along with attorney for initial consults and throughout process 

-Oversees petition drafting and correspondence to clients and financial professionals 

-Prepares petitions, affidavits, inventory assets, waivers, and Trust Administration documents; tracks matters throughout the process 

-Creates, modifies, and maintains all internal forms required to perform tasks 

-Enters all case related information and meeting notes into the firm practice management system 

-Prepares probate and trust administration accountings for respective clients for approval by the attorney 

-Establish expectations for client as to timeline, input, and the frequency required 

-Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms required for clients to sign 

-Some travel required 

Qualifications 

Prior experience in an Estate Planning/law firm setting, specifically probate 

Strong communication skills, including both verbal and written communication 

Strong organizational and multitasking skills to manage multiple priorities effectively 

Ability to work in a fast-paced environment 

Ability to work collaboratively within a team and represent the firm professional 

Proficiency with office software and technologies, such as Microsoft Office and CRM tools-will be trained for company specific software