Paralegal, Estate & Trust Administration bei TRENAM LAW

Description

 Trenam Law is seeking a skilled and detail-oriented Paralegal to join our Estate Planning and Trust Administration practice. This role is critical to supporting our attorneys and clients in all phases of estate and trust administration, with a strong focus on responsiveness, efficiency, and delivery of excellent client service. The successful candidate will thrive in a fast-paced environment, demonstrate sound judgment, and reflect Trenam’s commitment to collaboration and professional excellence. 

Requirements

•  Estate Administration
  • Prepare and file probate pleadings and related court documents.
  • Assist in identifying, valuing, and collecting estate assets.
  • Communicate with executors, beneficiaries, and financial institutions.
  • Draft inventories, accountings, and reports required by the court and beneficiaries.
  • Maintain calendars to ensure compliance with statutory deadlines and probate requirements.
• Trust Administration
  • Support attorneys in the administration of revocable, irrevocable, and charitable trusts.
  • Assist with trust funding, including preparation of transfer documents, assignments, and beneficiary designations.
  • Track trust income, distributions, and expenses.
  • Serve as a resource for trustees and beneficiaries on procedural and administrative matters.
• Tax and Compliance
  • Assist with preparation of estate, gift, and fiduciary income tax returns.
  • Coordinate with accountants, financial advisors, and other professionals to ensure compliance with federal and state tax obligations.
  • Maintain organized files and tracking systems for deadlines.
• Attorney and Client Support
  • Draft correspondence, memoranda, and legal documents.
  • Provide case status updates and ensure timely follow-up on outstanding items.
  • Serve as a responsive and professional point of contact for clients, trustees, and beneficiaries.
  • Uphold Trenam’s values of teamwork, client service, and accountability in all interactions 

Qualifications

• Bachelor’s degree or Paralegal Certificate required.
• Minimum of 3 years of estate and/or trust administration experience, preferably in a law firm setting.
• Strong knowledge of probate procedures, trust administration, and estate tax filings.
• Excellent organizational and time management skills with a high level of accuracy.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite; experience with estate/trust management or accounting software preferred.

Attributes for Success at Trenam

• Commitment to delivering excellent client service and building strong client relationships.
• Ability to work independently while contributing to a collaborative team environment.
• Proactive, resourceful, and solution-oriented in handling client and attorney needs.
• Professional presence, discretion, and ability to manage sensitive information with care.