Trust & Estate Administration Paralegal jobs in United States
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Hook Law · 2 weeks ago

Trust & Estate Administration Paralegal

Hook Law helps families navigate meaningful and complex transitions, and they are seeking a Trust & Estate Administration Paralegal to support their Estate Administration team. The role involves managing estate and trust administration matters, drafting legal documents, and ensuring compliance while providing compassionate support to clients.

Real Estate

Responsibilities

Manage estate and trust administration matters from start to finish
Draft legal documents, affidavits, pleadings, inventories, accountings, and settlement agreements
Communicate professionally with beneficiaries, clients, attorneys, and financial institutions
Coordinate and track estate and trust distributions
Maintain estate and trust checkbooks and ensure proper compliance
Gather financial and tax-related documents for fiduciary and individual tax returns
Assist with research related to probate procedures, creditor claims, and estate administration issues
Keep files organized, deadlines met, and matters moving forward efficiently

Qualification

Estate administrationParalegal certificationAccountingBookkeepingMicrosoft OfficeComfort with technologyAttention to detailOrganizational skillsWritten communicationVerbal communicationTeam collaboration

Required

Bachelor's degree and/or paralegal certification preferred
Prior experience in estate administration, accounting, bookkeeping, or real estate closings strongly preferred
Strong attention to detail and organizational skills
Clear, professional written and verbal communication
Ability to manage multiple matters independently while collaborating with a team
Comfort with technology and a willingness to learn new systems (Microsoft Office required)

Benefits

Generous PTO
Health and wellness perks, including concierge medicine and access to the Calm app
Insurance and retirement planning options
Dependent Care FSA
Access to modern, tech-forward legal tools that actually make your job easier

Company

Hook Law

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The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.

Funding

Current Stage
Early Stage
Company data provided by crunchbase