Post-mortem trust and estate paralegal

Collins & CollinsGreenville, SC

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Overview

Schedule

Full-time

Education

Associate's Degree

Career level

Senior-level

Job Description

Collins and Collins, PA, is a small law firm dedicated to providing exceptional legal services in advanced estate planning, post-mortem estate and trust administration, and probate law. Our practice areas also include wealth and asset preservation, planning for disabled (special needs) beneficiaries, charitable planning, and mediation.

We are currently seeking a highly organized and detail-oriented paralegal to join our team. The ideal candidate will assist attorneys in managing the post-mortem trust and estate administration process and providing support in client meetings and communications. This position will play a crucial role in facilitating the timely and efficient administration of trusts and estates while maintaining the high standards of legal service that our clients have come to expect from us.

If you are passionate about providing exceptional legal support in a collaborative environment and wish to contribute to a firm that values integrity and client satisfaction, we encourage you to apply.

Duties will include:

Assisting our attorneys in the post-mortem administration of trusts and estates.
Preparation and filing of probate documents in a timely manner.
Managing the preparation of trust/estate inventories and accountings.
Communicating with clients, beneficiaries, and financial institutions regarding estate matters.
Organizing and maintaining case files, including document management and electronic filing.
Coordinating meetings with clients, attorneys, and other professionals.

Requirements

Associate degree or paralegal certificate from an accredited institution.
Minimum of three years of paralegal experience in estate planning or probate law.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Familiarity with Microsoft Office Suite and the ability to learn and master various estate administration software programs.
Ability to work independently and collaboratively in a team-oriented environment.

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FAQs About Post-mortem trust and estate paralegal Jobs at Collins & Collins

What is the work location for this position at Collins & Collins?

This job at Collins & Collins is located in Greenville, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Collins & Collins?

Employer has not shared pay details for this role.

What employment applies to this position at Collins & Collins?

Collins & Collins lists this role as a Full-time position.

What experience level is required for this role at Collins & Collins?

Collins & Collins is looking for a candidate with "Senior-level" experience level.

What education level is required for this job?

The education requirement for this position is Associate's Degree. Candidates with relevant qualifications or equivalent experience may also be considered.

What is the process to apply for this position at Collins & Collins?

You can apply for this role at Collins & Collins either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.