Trust & Estate Administration Paralegal
Company: The Peninsula Center
Location: Williamsburg
Posted on: May 8, 2024
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Job Description:
The perfect candidate--must--have a minimum of two (2) years of
experience in Trust and Estate Administration.--The perfect
candidate must be well organized and be able to handle
deadlines.--Initially, this person will work under the Trust and
Estate Paralegal for training and assist with daily office
administration during the transition period, but will ultimately
assume responsibility for the Trust and Administration
Department.
Our Benefits include:
--- Health and Dental Insurance
--- 401(k)
--- Profit Sharing Plan
--- Long and Short Term Disability Insurance
--- 3 weeks of Paid Time Off
--- Paid Holidays
Responsibilities:
--- Assist with the preparation and filing of inventories and
accountings
--- Real estate deeds, business transfer documents, certificates of
trust, pleadings pertaining to estate and trust administration and
all other documents related to probate and trust administration
matters
--- Assists clients with trust funding
--- Works closely with Trust/Estate Attorney, Commissioners of
Accounts and their auditors and court clerks as needed; monitors
suspense dates
--- Until such time as the Trust and Estate Administration
Paralegal position becomes full-time, this position will assist
with estate planning and office administration.
Qualifications:
--- Must have completed an ABA-approved paralegal certificate
program such as an Associate's degree or proprietary school program
in paralegal studies, Bachelor's degree desired
--- Candidates who have completed a paralegal professional
certification or have advanced paralegal education will receive
preference
--- Excellent organizational skills, and time-management skills
--- At least 3 years of experience in legal services under an
attorney or lawyer in a law firm setting
--- Must have strong interpersonal skills and talent for writing
and grammar
About Company:
The Peninsula Center for Estate and Lifelong Planning is a boutique
estate, business, and tax planning law firm in Williamsburg,
Virginia. Our goal is to provide the highest quality legal services
to clients who appreciate a dedication to excellence and recognize
the benefits of the years of experience and knowledge that our firm
provides. Our attorneys and staff are of the highest quality,
dedicated to working together as a team to ensure that every client
feels like they are the only client and receives the care and
assistance necessitated by the client's individual situation.
Keywords: The Peninsula Center, Hampton , Trust & Estate Administration Paralegal, Legal , Williamsburg, Virginia
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