Trusts, Estates & Wills Paralegal (5+ Years Experience) jobs in United States
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AimHigHR ยท 1 day ago

Trusts, Estates & Wills Paralegal (5+ Years Experience)

Meister Law Group is seeking an experienced Trusts, Estates & Wills Paralegal to support their attorneys in estate planning, probate, and trust administration matters. This role requires a detail-oriented paralegal who will draft legal documents, assist with trust funding, and manage client communications while maintaining organized files.

Human Resources

Responsibilities

Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives
Assist with trust funding and asset alignment
Support probate and trust administration matters, including filings, notices, inventories, and accounting
Coordinate document execution and maintain organized client files
Communicate professionally with clients, courts, and financial institutions
Track deadlines and manage multiple matters with accuracy and discretion

Qualification

Paralegal experienceEstate planning documentsProbate proceduresLegal practice management softwareNotary PublicProfessional communicationClient managementAttention to detail

Required

5+ years of paralegal experience in trusts, estates, wills, probate, or estate planning
Strong working knowledge of estate planning documents and probate procedures
Exceptional attention to detail and organization
Ability to work independently and manage competing priorities
Professional communication skills and strict confidentiality

Preferred

Experience with trust funding and post-execution administration
Familiarity with legal practice management or estate planning software
Notary Public (or willingness to obtain)
Experience working with high-net-worth clients

Company

AimHigHR

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Welcome to AimHigHR - Your Partner in Human Resources Consulting! At AimHigHR, we understand the challenges that come with managing a workforce, and we're here to help you overcome them.

Funding

Current Stage
Early Stage
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