Adams & Martin Group is seeking a highly skilled Estate Planning and Trusts and Estates Administration Paralegal with three to five years of experience to join our client's dynamic legal team. Candidates must be reliable, organized, and have excellent communication skills. The firm is located in Clayton, Missouri.
Key Duties and Responsibilities:
- Document Preparation: Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives under attorney supervision.
- Estate and Trust Administration: Assist attorneys with probate and trust administration tasks, including preparation of court pleadings, inventories, accountings, deeds, and related filings.
- Client Interaction: Communicate with clients, financial institutions, and other third parties to gather information and provide updates throughout the estate planning or administration process.
- File and Record Management: Organize and maintain detailed files and documentation, ensuring completeness and accuracy throughout the lifecycle of each matter.
- Legal Research: Conduct research on relevant statutes and procedures related to probate and fiduciary responsibilities.
- Deadline and Calendar Management: Track and manage important deadlines for court filings, tax returns, distributions, and other administrative obligations.
- Billing and Timekeeping: Accurately record billable time and assist with invoice preparation.
- Client Service: Provide high-level support in managing sensitive and often emotional client matters with professionalism, discretion, and empathy.
Preferred Experience and Qualifications:
- Bachelor's degree and/or paralegal certificate from an accredited institution, or equivalent experience
- 3-5 years of experience in estate planning and/or trusts & estates administration
- Familiarity with probate court procedures and rules in Missouri and/or Illinois
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (including Word and Excel); experience with estate planning software is a plus
- Excellent organizational and time management skills
- Ability to manage multiple matters simultaneously in a fast-paced environment
- Attention to detail and sound judgment in handling confidential matters
- Ability to work independently and collaboratively with attorneys, staff, and clients
Competitive salary and benefits available, including:
- Medical, Dental, and Vision Insurance
- Health Savings Account
- Flexible Spending Accounts
- Life, Short-Term, and Long-Term Disability Insurance Benefits
- 401(K)
- Paid Maternity/Paternity Leave
- Employee Assistance Program
- Paid Vacation and Holidays
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.