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Mission Recruiting, LLC · 4 months ago

Paralegal | Estate Administration | 147718

Virginia Beach, VA, United States

Full-time

Onsite

Mid Level

$75K/yr - $110K/yr

Mission Recruiting is a premier trust and estate administration practice known for exemplary client service. The Paralegal role involves supporting attorneys with a range of responsibilities in trust and estate administration, tax planning, and probate proceedings.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Meeting with attorneys, clients, trustees, family members, financial advisors, and tax advisors to discuss client matters

Drafting legal documents, pleadings, motions, affidavits, petitions, orders, and filing those documents in accordance with procedure

Researching statutes, regulations, case law, and legal articles; preparing written analysis for attorney review

Opening and administering probate estates and trusts: valuing decedent’s assets, preparing court forms and orders, funding subtrusts, preparing inventories, annual accountings, deeds, asset spreadsheets, settlement agreements, change-of-ownership forms, and distribution proposals

Communicating with beneficiaries; maintaining case files, correspondence, compliance calendars, and checkbooks; paying bills; calculating executor/trustee fees and beneficiary distributions

Gathering decedent income and expense information for final tax returns (individual, estate, and trust), coordinating with tax preparers

Performing legal research and summarizing estate planning documents, wills, trusts, conservatorship matters, creditor claims, and entitlement issues

Utilizing advanced computer skills, including spreadsheet and word processing software, to track billable hours, draft tasks and reminders, maintain databases, and manage workflow

Performing other related duties as assigned

Qualification

TrustEstate administrationLegal document draftingLegal researchAccounting knowledgeMicrosoft Office proficiencyClient service orientationProfessional temperamentHigh ethical standardsOral communicationWritten communication

Required

Outstanding client service orientation: you respond promptly to needs, solicit feedback, and fulfil commitments

Strong oral communication skills: you speak clearly, listen well, engage in meetings, and answer questions confidently

Excellent written communication: you write clearly and informatively; you edit for spelling/grammar; you present numerical data effectively

A professional temperament: you work with minimal supervision, prioritize proactively, and perform well under occasional deadlines or pressure

High ethical standards: you keep client and firm information confidential and apply principles of ethical behavior

Solid accounting knowledge: you have more than basic familiarity with accounting practices and procedures (GAAP preferred)

Advanced computer proficiency: strong experience with Microsoft Office suite (Word, Excel, Outlook), internet research, document management, and office equipment operation

Preferred

Bachelor's degree, paralegal certification, or relevant financial services/tax certification preferred

Experience in trust and estate administration and/or tax planning or preparation strongly preferred

Company

Mission Recruiting, LLC

Mission Recruiting is a full-service legal recruiting firm, launched in 2013, offering direct hire, contract, and temp-to-perm staffing solutions to law firms across the country.

Founded in 2013