Job Summary
Our Providence Trusts and Estates practice group is looking for a paralegal to assist attorneys and other paralegals with all aspects of estate planning and trust administration work.
Responsibilities
Administer estates, including:
- Daily contact with clients and client meetings
- Prepare and file probate and other estate documents
- Collect all asset information with banks, investment advisors, appraisers, etc.,
- Administer estate funds and property, following through until closing, including corresponding with client and attorney
- Prepare accountings
- Gather asset and expense information and prepare federal and state estate tax returns
Draft estate plans, including:
- Draft simple wills, health care proxies, powers of attorneys, and revocable trusts
- Prepare and record deeds and other trust funding instruments
- Work directly with clients to gather information related to estate planning and trust funding
Required Knowledge, Skills, and Abilities
- 3+ years of trusts and estates experience.
- Ability to work both independently and as part of a team to organize and prioritize numerous tasks, completing them under time constraints.
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Strong multitask abilities to organize and maintain multiple ongoing cases.
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Creative and innovative approaches to problem solving.
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Communicate effectively with a diverse group of attorneys, staff and clients.
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Excellent written and verbal communication skills.
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Demonstrate a high degree of professionalism and interpersonal skills.
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Proofread material for contextual, grammatical, typographical, and spelling errors.
To apply, please submit your cover letter and resume to Maria Gaetani at mgaetani@pierceatwood.com.