Estate Planning Paralegal

$60,000 - $90,000/Yr

The Mccullough Group - Salt Lake City, UT

posted 2 months ago

Full-time - Mid Level
Salt Lake City, UT
Professional, Scientific, and Technical Services

About the position

The McCullough Group, a busy downtown law firm in Salt Lake City, is seeking a full-time Estate Planning Paralegal to join their team. This position is essential for managing the complexities of trust and estate planning, requiring a candidate with a minimum of three years of experience in this specialized field. The ideal candidate will be responsible for handling all aspects of estate planning and trust administration, ensuring that clients receive the highest standard of service and support throughout the process. The role involves significant client interaction, necessitating excellent verbal and written communication skills, as well as a strong customer service mindset. In this position, the paralegal will work closely with attorneys and clients, assisting in the preparation of legal documents, managing case files, and ensuring compliance with legal procedures. The candidate must be a self-starter, capable of working independently with minimal supervision while also being a proactive team player. The ability to multi-task, prioritize effectively, and meet deadlines in a fast-paced environment is crucial. Proficiency in Windows-based software, particularly Microsoft Word, PowerPoint, and Outlook, is required to perform the job efficiently. The McCullough Group offers competitive compensation and an excellent benefits package, making it an attractive opportunity for experienced paralegals looking to advance their careers in estate planning. The firm values a positive attitude and a commitment to maintaining high standards of service and leadership within the team.

Responsibilities

  • Handle all aspects of estate planning and trust administration.
  • Assist attorneys in preparing legal documents related to estate planning.
  • Manage case files and ensure compliance with legal procedures.
  • Provide significant client interaction and communication.
  • Maintain a high standard of service and leadership within the team.
  • Work independently with minimal supervision while being a proactive team player.
  • Multi-task and prioritize effectively in a fast-paced environment.

Requirements

  • Minimum of 3 years of experience as a trust and estate paralegal.
  • Proficiency in Microsoft Word, PowerPoint, and Outlook.
  • Strong communication skills, both verbal and written.
  • Ability to work under minimal supervision and take a proactive approach.
  • Experience in estate planning and trust administration.

Nice-to-haves

  • 5+ years of experience as a trust and estate paralegal is a plus.
  • Strong customer service mindset.

Benefits

  • Health savings account
  • Health insurance
  • Dental insurance
  • 401(k)
  • Flexible spending account
  • Paid time off
  • Parental leave
  • Vision insurance
  • 401(k) matching
  • Life insurance
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