Paralegal

Position Summary

Our client, a law firm, is seeking an experienced and detail-oriented Paralegal to support attorneys in the Trust & Estates and Real Estate practice groups. This role is ideal for a proactive professional with strong organizational skills and a solid understanding of trust administration, estate planning, and real estate transactions.

Key Responsibilities

Trust & Estates Support

• Assist attorneys with trust administration, including asset inventory, valuation, and distribution

• Prepare estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives

• Draft probate court filings and supporting documentation

• Communicate with clients, beneficiaries, and financial institutions regarding trust and estate matters

• Maintain and organize client files, both physical and electronic

• Track deadlines and ensure compliance with court and statutory requirements

Real Estate Support

• Assist with preparation and review of real estate documents, including purchase agreements, leases, deeds, and closing documents

• Coordinate due diligence processes, including title review and obtaining necessary reports (e.g., title, escrow, and surveys)

• Prepare closing binders and ensure proper execution and recording of documents

• Communicate with escrow officers, title companies, lenders, and clients to facilitate transactions

• Conduct basic legal research related to real estate matters

Qualifications

• Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program preferred

• Minimum of 3–5 years of paralegal experience in trust & estates and/or real estate law

• Strong knowledge of probate procedures, trust administration, and real estate transactions

• Proficiency in Microsoft Office Suite and legal document management systems

• Excellent written and verbal communication skills

• Strong attention to detail, organization, and time management

Key Competencies

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment

• High level of professionalism and discretion when handling confidential information

• Strong client service orientation

• Team-oriented with the ability to work independently

Compensation & Benefits

Our client offers a competitive compensation package designed to support employee well-being, professional growth, and work-life balance, including:

• Comprehensive Health Coverage: Medical, dental, and vision insurance with multiple plan options, including PPO and HMO plans

• Retirement Plans: 401(k) plan with firm contributions and/or matching to support long-term financial planning

• Paid Time Off: Generous PTO policy including vacation, sick leave, and paid holidays

• Bonus Opportunities: Eligibility for discretionary performance-based bonuses

• Professional Development: Continuing education support, including reimbursement for CLE/paralegal certification courses and professional memberships

• Wellness Programs: Employee wellness initiatives and access to mental health resources

• Flexible Work Arrangements: Hybrid or flexible scheduling options 

• Life & Disability Insurance: Firm-paid basic life insurance and short- and long-term disability coverage

• Commuter Benefits: Pre-tax commuter programs where applicable

• Employee Assistance Program (EAP): Confidential counseling and support services

• Career Growth Opportunities: Exposure to sophisticated legal matters and a clear path for advancement within the firm