Experienced Estate and Trust Administration Specialist

At Paralegal Assist, LLC, we exist to inspire others to be more. We do this through our commitment to excellence and servant leadership to our employees and clients. We work closely with client law firms to provide solutions for daily challenges they face within their estate administration practices. We offer a variety of solutions to law firms in the areas of probate, tax preparation, and fiduciary accountings by combining digital communication and data management applications with good, old-fashioned intelligence, attention to detail, and professionalism. We have worked very hard to create a highly functioning team that can meet our clients' needs in an ever-changing environment. With that, we have a unique work culture and are looking for the right people to join us.
At this time, we are seeking an experienced full-time Estate and Trust Administration Specialist to join our team. Our Estate and Trust Administration Specialists serve as Project Managers for each estate. As an Estate and Trust Administration Specialist, you will be the primary point of contact for clients and responsible for managing the client's needs and expectations as they work through a challenging time. If you do not meet the education/experience requirements, please do not apply. As an Estate and Trust Administration Specialist, you will be expected to perform a multitude of tasks including but not limited to:

• Communicating with clients and attorneys verbally and in writing.

  
  

• Drafting correspondence to the Court, financial institutions, beneficiaries, and other entities encountered in the estate administration process.

  
  

• Direct a small team of legal assistants and specialists in the timely and efficient administration of each estate assigned.

  
  

• Review draft documents for accuracy.

  
  

• Prepare Schedules of Assets and other documents to be used in our process.

  
  

• Meeting and maintaining major deadlines and milestones in the estate administration process.

  
  

• Using task management and billing systems to document completed work and inform other team members of progress.

  
  

• Collaborating with tax and accounting specialists to determine the best action for administering estates.

  
  

We believe in working as a team and always helping one another. In addition to the primary tasks above, you could find yourself stuffing envelopes, applying postage, locking file cabinets, and even taking out the trash or washing dishes in the break room.

At Paralegal Assist, LLC, we exist to inspire others to be more. We do this through our commitment to excellence and servant leadership to our employees and clients. We work closely with client law firms to provide solutions for daily challenges they face within their estate administration practices. We offer a variety of solutions to law firms in the areas of probate, tax preparation, and fiduciary accountings by combining digital communication and data management applications with good, old-fashioned intelligence, attention to detail, and professionalism. We have worked very hard to create a highly functioning team that can meet our clients' needs in an ever-changing environment. With that, we have a unique work culture and are looking for the right people to join us.

At this time, we are seeking an experienced full-time Estate and Trust Administration Specialist to join our team. Our Estate and Trust Administration Specialists serve as Project Managers for each estate. As an Estate and Trust Administration Specialist, you will be the primary point of contact for clients and responsible for managing the client's needs and expectations as they work through a challenging time. If you do not meet the education/experience requirements, please do not apply. As an Estate and Trust Administration Specialist, you will be expected to perform a multitude of tasks including but not limited to:

• Communicating with clients and attorneys verbally and in writing.

  
  

• Drafting correspondence to the Court, financial institutions, beneficiaries, and other entities encountered in the estate administration process.

  
  

• Direct a small team of legal assistants and specialists in the timely and efficient administration of each estate assigned.

  
  

• Review draft documents for accuracy.

  
  

• Prepare Schedules of Assets and other documents to be used in our process.

  
  

• Meeting and maintaining major deadlines and milestones in the estate administration process.

  
  

• Using task management and billing systems to document completed work and inform other team members of progress.

  
  

• Collaborating with tax and accounting specialists to determine the best action for administering estates.

  
  

We believe in working as a team and always helping one another. In addition to the primary tasks above, you could find yourself stuffing envelopes, applying postage, locking file cabinets, and even taking out the trash or washing dishes in the break room.