Trust and Estates Paralegal

Job Description

Ultimate Staffing is seeking an experienced Trust and Estates Paralegal for a great law firm in Raleigh, NC.

This is a full time, direct hire opportunity.

Salary : $75 / k to $85 / k

Responsibilities :

Draft estate planning documents, advance directives, wills, revocable and irrevocable trusts, probate

petitions, waivers and consents, and prepare entity formation documents and operating agreements.

Prepare and file probate forms; administer estates, including preparation of estate application, inventory of

assets and annual / final accounting.

Assist with preparing deeds and documents related to property transfers; preparing estate tax returns (IRS

706 & 709) and fiduciary accounting.

• Heavily involved in client contact and client case management.
• Enter time entries and expenses in the Firm's timekeeping and expense-tracking software on a daily basis.

Requirements :

• Bachelor's Degree. ABA approved Paralegal Certificate is a plus. Notary is a plus.
• Knowledge of estate planning, estate litigation and trust administration is a plus.
• Ability to review and interpret wills and trust agreements and handle a significant case management load.
• Prior bookkeeping experience for accounting or professional services organizations is a plus.
• Excellent verbal and written communication skills; strong drafting skills; solid proofreading skills.
• Ability to track and meet deadlines and manage multiple projects simultaneously. Adaptable to ever

changing priorities in a dynamic work setting.

• Proactive, positive, energetic and hardworking team player. Possess a strong client service mentality.
• Excellent interpersonal skills and the ability to professionally interact with attorneys, staff, and clients.
• Experience and proficiency in the use of technology to support Practice Group efforts. Advanced working

knowledge of Microsoft Office (i.e., Word, Excel, Outlook, PowerPoint) and the ability to quickly learn

additional applications relevant to the practice group. PDF Docs or Adobe, Elite or Thomson Reuters 3E and

iManage experience is a plus.

Exceptionally well organized, detail oriented and exercise strong practical problem-solving abilities using

logic, creativity, collaboration and client service skills.

Self-motivated, proactive and able to work independently to drive projects from start to completion in a

timely manner to meet client deadlines.

• Ability to maintain confidential information with the utmost professional discretion.
• Availability to work weekdays between 8 : 30am - 5 : 30pm, with overtime as needed.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

To apply please email your resume to [email protected]