Paralegal

We are seeking a talented Paralegal to provide comprehensive support to attorneys on the Private Wealth Management Team, assisting with estate planning, trust administration, and tax compliance.

Requirements

• Assist attorneys in managing Private Wealth Management matters, including estate planning, trust administration, and tax compliance.
• Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns.
• Manage and update gift tax and probate dockets, including tracking and monitoring filing deadlines.
• Draft and review legal documents, such as wills, trusts, contracts, agreements, correspondence, and powers of attorney.
• Conduct legal research and analysis to ensure compliance with relevant laws and regulations and monitor changes in tax and probate laws, communicating updates to the team.
• Collaborate and coordinate with clients, attorneys, and external parties to gather necessary information and documentation.
• Serve as a knowledge resource for group requirements and firm policies and procedures.
• Support attorneys in developing and implementing tax strategies for clients.
• Handle multiple projects simultaneously, ensuring deadlines are met and priorities are aligned.
• Maintain confidentiality and handle sensitive client information with discretion.
• Communicate with court staff and clients to ensure deadlines are met and documentation completed.
• Record wills and orders, prepare title transfer documents, and handle correspondence with operators.
• Handle hardcopy paper original wills, letters testamentary, deeds and related original documents.

Benefits

• Competitive salary
• Health insurance
• Paid time off
• Retirement plan