Legal Secretary (Insurance Defense)

Estate Planning Paralegal for Castle Rock Law Firm

This Jobot Job is hosted by : Jade Greenlee

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Salary : $70,000 - $80,000 per year

A bit about us :

We are an estate planning Law Group located in Castle Rock Colorado.

Why join us?

• Health Insurance
• STD / LTD
• 401K with match
• Work Life Balance

Job Details

Job Details :

We are seeking a highly motivated, detail-oriented, and experienced Permanent Estate Planning Paralegal to join our dynamic legal team. This position requires a deep understanding of estate planning, guardianship, and trust administration. The successful candidate will have a minimum of 5 years of experience in a similar role and will be responsible for supporting attorneys in our Estate Planning practice group. This role demands an individual who can manage multiple tasks, meet deadlines, and maintain a high level of professional conduct.

Responsibilities :

1. Assist attorneys in drafting estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.

2. Manage all aspects of trust administration, including maintaining accurate records, coordinating with financial institutions, and ensuring compliance with all legal requirements.

3. Conduct legal research and prepare legal documents related to estate planning and administration, such as probate petitions, estate tax returns, and accountings.

4. Provide support in guardianship cases, including preparing petitions for guardianship, coordinating with medical professionals, and ensuring compliance with court reporting requirements.

5. Communicate with clients, financial institutions, and court personnel in a professional and timely manner.

6. Maintain an up-to-date knowledge of laws and regulations related to estate planning, trust administration, and guardianship.

7. Assist with case management, including maintaining client files, tracking deadlines, and coordinating with other team members to ensure efficient and effective case handling.

Qualifications :

1. A minimum of 5 years of experience as a Paralegal in Estate Planning, Trust Administration, or a related field.

2. A Paralegal certificate from an ABA-approved program or equivalent education and experience.

3. Proven experience in drafting and reviewing estate planning documents, managing trust administration, and providing support in guardianship cases.

4. Excellent research skills and a strong understanding of legal principles related to estate planning and administration.

5. Superior organizational skills, with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.

6. Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, financial institutions, and court personnel.

7. Proficiency in using legal research tools and software, such as Westlaw or LexisNexis, and Microsoft Office applications.

8. A high level of integrity, discretion, and confidentiality.

This is an excellent opportunity for an experienced Estate Planning Paralegal to join a dynamic and growing legal team. If you are a dedicated professional with a passion for estate planning and administration, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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