Trust Administration Paralegal

McCullough Law is seeking a full-time Trust Administration and Probate Paralegal to join our fast-growing company and contribute to building the trust administration and probate division of our firm. The ideal candidate for this position is extremely motivated, innovative, reliable, exceptionally detail-oriented, and driven to produce the highest quality of work.

Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?

Responsibilities

  • Draft customized and detailed legal documents and supporting documents execute the goals and wishes of the decedent as intentionally structured and outlined for attorney review
  • Ensure legal documents articulate and achieve the client’s goals and objectives according to attorney’s recommendations
  • Conduct legal research to ensure documents meet federal, state, and IRS tax laws
  • Prepare deeds, asset spreadsheets, and probate pleadings
  • Coordinate with the clients, advisors, and third party professionals
  • Consistently and accurately update the client management system for client records
  • Collaborate with our executive team to assist in building the trust administration and probate area of our firm

Requirements

  • Two or more years of paralegal experience required
  • Knowledge of the trust administration and probate process, rules, and procedures required
  • CRM experience preferred
  • Excellent drafting, proofreading, critical thinking, problem solving, and analytical skills
  • Effective time management and organization to meet and exceed deadlines
  • Exceptional verbal, written, and interpersonal skills
  • Welcomes and implements feedback
  • Empathetic relationship builder offering high-level client services
  • Must have professional appearance and demeanor
  • Proficient in Microsoft Suite (Word and Outlook)
  • Applicants must be available to work onsite, full-time, Monday – Friday from 8:25 a.m. – 5:00 p.m. on multiple projects at a time

Benefits

  • Annual Salary: $48,000-$60,000 DOE*
  • Paid time off and paid holidays
  • Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
Job Category
Legal Services
Job Type
Full Time/Permanent
Salary
USD 48,000.00 - 60,000.00 per year
Country
United States
City
Provo
Career Level
unspecified
Company
McCullough Law
JOB SOURCE
https://apply.workable.com/j/A0B2A6CCD0