Trust & Estate Paralegal

The Paralegal supports attorneys by ensuring matters are organized, prepared, and executed efficiently. This role contributes to high-quality legal work by managing case information, drafting documents, supporting client communication, and maintaining accurate records to meet deadlines, compliance requirements, and client service expectations.
RESPONSIBILITIES:
• Ensures matters are well-organized and progressing efficiently by maintaining accurate case files, tracking deadlines, and coordinating key activities.
• Drafts, reviews, and finalizes legal documents, including pleadings, motions, contracts, correspondence, and other filings, ensuring accuracy and completeness.
• Meets or exceeds established billable hour targets (1200 billable hours annually), contributing to the firm’s financial performance.
• Supports client service by facilitating clear, timely communication with clients, witnesses, experts, and other stakeholders.
• Conducts legal research and summarizes findings to support attorney strategy and decision-making.
• Assists in preparing materials for hearings, depositions, closings, and other proceedings, ensuring all documentation and exhibits are complete and accessible.
• Ensures timely and accurate filing of documents with courts, agencies, and other entities in compliance with applicable rules and procedures.
• Maintains data integrity across case management and document systems to support efficient retrieval and reporting.
• Supports attorneys with scheduling, coordination, and general administrative needs to ensure effective time and workload management.
• Tracks time accurately and ensures timely entry of billable and non-billable hours in accordance with firm guidelines.
• Maintains confidentiality and adheres to ethical and professional standards at all times.
• Performs additional duties as assigned.
Litigation/Family Law Addendum
• Supports electronic discovery processes, including document review, organization, and management of digital evidence.
• Drafts legal memoranda, briefs, and other substantive documents for attorney review.
SKILLS AND COMPETENCIES:
• Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills, with strong attention to detail and accuracy.
• Ability to analyze information, identify key issues, and present findings clearly and effectively.
• Demonstrated ability to work both independently and collaboratively in a team environment.
• High level of professionalism, discretion, and commitment to maintaining confidentiality.
• Working knowledge of legal processes, terminology, and court procedures.
• Commitment to maintaining current knowledge of relevant laws, procedures, and best practices.
EDUCATION, TRAINING, AND EXPERIENCE:
• Bachelor’s degree or equivalent experience; Paralegal certification preferred.
• 4+ years of experience as a paralegal in a law firm or corporate legal department.
• Strong understanding of legal documentation, procedures, and court systems (state and federal).
• Proficiency with Microsoft Office (Word, Excel, Outlook) and legal research and document management systems.
• Experience with legal software (e.g., Westlaw, LexisNexis, Clio or similar platforms).
• Notary Public certification preferred.