The Opportunity: Trusts & Estates Paralegal 💎
Send resumes to: Hayley.christina@capstonesp.com
About the Firm
This distinguished law firm is highly-awarded and proud of their excellence legacy, client commitment and unwavering commitment to integrity. The Trusts & Estates Paralegal role offers a rare opportunity to join a sophisticated and collaborative Tax, Trusts, and Estates practice within a nationally respected law firm. This paralegal play a pivotal role in supporting attorneys and professionals with direct billable services, high-level client interaction, and key administrative responsibilities. This is an ideal role for an experienced paralegal with a passion for estate planning and trust administration—someone who thrives in a high-performance environment, values precision, and seeks long-term career stability.
At this firm, you're rewarded for excellence. We invite you to join our Award-Winning practice and experience the upward mobility + career advancement you've been seeking!
Job Description
- Prepare wills, powers of attorney, healthcare directives, asset transfers, entity formation documents, agreements and resolutions.
- Serve as trusted liaison, attending client signings, coordinating third-party meetings, and maintaining a polished/professional presence.
- File pleadings, record legal documents, manage deadlines, and handle document preparation with speed and accuracy.
- Manage calendar coordination, perform invoicing, pre-bill edits, handle conflict checks and assist with time tracking.
- Partner closely with attorneys, legal assistants, and accounting to ensure exceptional client service and seamless operations.
The Firm is Seeking
- 4–10 years of experience as a paralegal in trusts and estates or a related legal area, and a law firm background.
- Proactive mindset and collaborative spirit: We're seeking a driven, self-motivated and collaborative professional who excels at multitasking, prioritizing, and delivering high-quality results.
- Exceptional communication: Strong written and verbal communication skills, discretion with confidential matters and client-first mentality.