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

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Administrative

Industries

Law Practice

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