A Paralegal specializing in estate planning and probate law, supporting attorneys in preparing estate documents, managing probate and trust administration, communicating with clients, and maintaining case files within a fast-growing CPA and advisory firm.
Key Responsibilities
Assist attorneys in preparing and administering estate plans and probate matters
Draft and coordinate estate planning documents
Manage workflows related to probate and trust administration
Communicate with clients and third parties regarding estate and probate matters
Maintain accurate case files and track deadlines
Requirements
Supporting attorneys in preparing and administering estate plans and probate matters under applicable law.
Drafting and coordinating estate planning documents.
Managing probate and trust administration workflows.
Communicating with clients and third parties related to estate planning and probate matters.
Maintaining accurate case files and deadlines for estate planning and probate cases.
Having experience with applicable probate court procedures.
Having experience with common estate planning strategies.
Being detail-oriented and client-service focused.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off structure
Parental Leave coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Opportunities for professional growth and advancement
Collaborative and high-energy work culture
Work with an industry leader in a fast-growing firm