Trust + Estates Paralegal

Job Description

Job Description

The Opportunity : Trusts & Estates Paralegal

Send resumes to : Hayley.christina@capstonesp.com

About the Firm

This distinguished law firm is highly-awarded and proud of their excellence legacy, client commitment and unwavering commitment to integrity. The Trusts & Estates Paralegal role offers a rare opportunity to join a sophisticated and collaborative Tax, Trusts, and Estates practice within a nationally respected law firm. This paralegal play a pivotal role in supporting attorneys and professionals with direct billable services, high-level client interaction, and key administrative responsibilities. This is an ideal role for an experienced paralegal with a passion for estate planning and trust administration—someone who thrives in a high-performance environment, values precision, and seeks long-term career stability.

At this firm, you're rewarded for excellence. We invite you to join our Award-Winning practice and experience the upward mobility + career advancement you've been seeking!

Job Description

• Prepare wills, powers of attorney, healthcare directives, asset transfers, entity formation documents, agreements and resolutions.
• Serve as trusted liaison, attending client signings, coordinating third-party meetings, and maintaining a polished / professional presence.
• File pleadings, record legal documents, manage deadlines, and handle document preparation with speed and accuracy.
• Manage calendar coordination, perform invoicing, pre-bill edits, handle conflict checks and assist with time tracking.
• Partner closely with attorneys, legal assistants, and accounting to ensure exceptional client service and seamless operations.

The Firm is Seeking