Trust and Estate Paralegal - Part-Time in Gilbert, AZ

$62,400 - $76,960/Yr

Adams & Martin Group - Gilbert, AZ

Part-time - Entry Level

Remote - Gilbert, AZ

Administrative and Support Services

About the position

The Trust and Estate Paralegal position is a part-time role focused on providing exceptional legal support in trust and estate planning. The ideal candidate will engage with clients, assist in drafting legal documents, and collaborate with attorneys to ensure efficient and effective service delivery. This role emphasizes work/life balance and the use of technology to enhance productivity.

Responsibilities

• Conduct initial consultations with clients, demonstrating empathy and understanding.
• Draft trust and estate plans tailored to each client's unique needs.
• Assist in probate and trust administration processes.
• Maintain open communication with clients and provide exceptional service.
• Collaborate with our team of experienced attorneys to deliver top-notch legal solutions in trust and estate matters.
• Embrace technology to streamline processes and enhance productivity.

Requirements

• Bachelor's degree in Paralegal Studies or a related field, or equivalent work experience in trust and estate planning.
• Paralegal certification or eligibility to become a certified paralegal is preferred.
• Prior experience as an estate planning paralegal, including drafting wills, trusts, and related documents.
• Proficiency in legal research and staying updated on changes in trust and estate planning laws and regulations.
• Strong interpersonal and communication skills to engage directly with clients in a friendly manner.
• Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
• Familiarity with trust and estate planning software and technology tools is a plus.
• Commitment to maintaining client confidentiality and upholding the highest ethical standards in the legal profession.

Nice-to-haves

• A growth mindset and a desire to contribute to the success of our firm.

Benefits

• Health insurance, covering 100% of premiums on the lowest health insurance plan.