trust and estates paralegal

BRESSLER, AMERY & ROSS

<div>Senior Trust &amp; Estate Paralegal
Bressler, Amery &amp; Ross, a dynamic and rapidly growing law firm with a national practice, seeks an experienced Senior Trust &amp; Estates Paralegal to join our Florham Park, NJ office. This is a leadership role for a seasoned professional who will independently manage and oversee complex estate and trust administrations from inception through closing.
Reporting to the Trusts &amp; Estates practice group, this paralegal will serve as the primary administrative lead on estate matters, working closely with Principals and Associates while exercising significant autonomy in day-to-day case management and client communications. 
Essential Responsibilities<ul><li>
Independently manage and oversee all phases of estate and trust administration, from preparation of petitions for probate of wills through final distributions and account closings.</li><li>
Prepare and file court papers for probate or administration proceedings, appointments or resignations of fiduciaries, disclaimers, inventory, and claims against estates.</li><li>
Draft and review formal and informal accountings, releases, and refunding bonds.</li><li>
Tax-related preparation, including fiduciary income tax returns, estate and gift tax returns using tax preparation software; communicate with accountants and taxing authorities as needed.</li><li>
Extensive client interaction. Serve as primary client contact throughout the administration process; communicate with beneficiaries, financial institutions, and other parties to marshal assets, resolve claims, and facilitate distributions.</li><li>
Maintain comprehensive case tracking systems, including spreadsheets, databases, and calendars to ensure compliance with filing deadlines and distribution schedules.</li><li>
Support estate planning practice with document preparation and coordination of will and trust executions.</li><li>
Mentor and provide guidance to junior paralegals and support staff.</li></ul>
Knowledge, Skills, Abilities &amp; Education<ul><li>
Bachelor's degree required; paralegal certificate preferred.</li><li>
8+ years&rsquo; paralegal experience.</li><li>
Certified New Jersey notary signing agent required.</li><li>
Comprehensive knowledge of New Jersey probate procedures and federal and state estate, gift, and inheritance tax requirements. Experience preparing probate applications, complex estate and gift tax returns, state death tax returns, and fiduciary accountings.</li><li>
Experience working directly with clients and financial institutions in the administration of estates and trusts.</li><li>
Some experience drafting simple estate planning documents is preferred, but not required.</li><li>
Strong analytical and mathematical skills with meticulous attention to detail.</li><li>
Excellent written and verbal communication skills; demonstrated ability to interact professionally with high-net-worth clients, beneficiaries, and external professionals.</li><li>
Ability to produce accurate work product; excellent proofreading skills are essential.</li><li>
Advanced proficiency in Microsoft Office, including Word, Excel, Outlook, and estate administration or tax preparation software.</li><li>
Highly organized self-starter who is comfortable managing a substantial caseload.</li><li>
Team player in a very busy practice group.</li></ul>
Compensation: $80,000 &ndash; $110,000. The salary range provided is for informational purposes only and does not guarantee a specific salary upon hire. Actual compensation will be determined based on several factors including, but not limited to, the candidate&rsquo;s experience, qualifications, and skill set. 
Equal Opportunity Employer/Disabled/Veteran.</div>

Senior Trust & Estates Paralegal

Glenmede Trust Company

<div>Empowering Financial Futures.
For more than 65 years, Glenmede&rsquo;s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &amp; foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 1 day per week in the office (Philadelphia, PA).
OVERVIEW:
This role is responsible for supporting the Estate and Trust Settlement Group with a range of tax preparation and administrative tasks to facilitate the settlement of estates and related trusts. This role reports into the Director of Estate and Trust Settlement.
RESPONSIBILITIES:
Trust and Estate Expertise<ul><li>
Monitor and address tax notices.</li><li>
Research various estate, gift, and trust related tax issues including generation-skipping tax issues.</li><li>
All facets of trusts and estate administration, including identification of assets, coordination of valuation, appraisal and collection of assets, identification of obligations and administration expenses, monitoring filing deadlines, preparation of spreadsheets and client communication.</li><li>
 Ability to interpret wills and trusts to assure proper implementation of document terms.</li><li>
Understanding of fiduciary accounting principles.</li><li>
Provide expert analysis of our acts as trustee or executor on matters including, but not limited to, account fundings, receipts and disbursements.</li></ul>
Team Collaboration and Support<ul><li>
Ability to perform death tax reviews and flag potential tax or administration related issues for relationship teams.</li><li>
Collaborate with relationship teams and provide advice regarding post-death administration of trusts.</li><li>
Liaise with Operations, Tax and Relationship Managers to ensure proper tax and statement reporting for accounts impacted by a client&rsquo;s death.</li><li>
Support the estate settlement function with special projects as assigned including collection of assets, payment of estate expenses, statement reconciliation, assembly, and analysis of information necessary for completion of estate inventory, death tax returns, audits of tax returns and court accountings.</li></ul>
Firm Engagement<ul><li>
Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or enhance processes.</li><li>
Ability and willingness to contribute to the advancement of team, office, and growth of the estate settlement practice at Glenmede.</li></ul>
REQUIRED QUALIFICATIONS:<ul><li>
Bachelor&rsquo;s degree or solid trust &amp; estate paralegal experience.</li><li>
A minimum of 5-7 years of experience in trust and estate settlement administration, including the preparation and/or review of federal estate tax returns, state inheritance and estate tax.</li><li>
Experience assisting counsel and tax preparers in collecting information needed to prepare returns and experience in reviewing Fiduciary returns (e.g. Tax returns, Gift Tax returns, Federal Estate Tax returns, and State Inheritance and Estate Tax returns).</li></ul>
PREFERRED QUALIFICATIONS:<ul><li>
Law degree, CPA, or significant experience as a paralegal in a Trusts &amp; Estates practice group.</li><li>
Highly proactive attention to detail, dependable, and extremely organized.</li><li>
Excellent problem solving and analytical skills.</li><li>
Excellent proofreading skills and clear and concise communication skills.</li><li>
Commitment to providing an exceptional client experience.</li><li>
Strong knowledge of Microsoft Windows, Word, Excel and Power Point.</li><li>
Prior experience with Global+, CRM, tax software, or ability to learn software.</li></ul>
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.
Our Benefits Overview:<ul><li>Competitive health and welfare benefits, including company HSA contributions</li><li>Numerous voluntary benefit choices available</li><li>Superior 401k match</li><li>Tuition reimbursement</li><li>Company subsidized commuter benefits</li><li>Generous paid time off, including parental leave</li><li>Plus more!</li></ul>
Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede&rsquo;s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid</div>

Estate and Trust Settlement Advisor

Equivity - Bridge

Estate Planning &amp; Probate Paralegal (Remote)Equivity is seeking an experienced Estate Planning &amp; Probate Paralegal with at least three years of law firm experience supporting attorneys in estate planning, probate, and trust administration.In this fully remote role, you&rsquo;ll work as part of a dedicated, long‑term internal team, partnering directly with attorneys while being supported by Equivity&rsquo;s operations and leadership. We&rsquo;re looking for a highly organized, detail‑oriented professional with strong knowledge of estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment.Key Responsibilities<ul><li>Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives</li><li>Support probate and trust administration, including petitions, inventories, accountings, and court filings</li><li>Use estate planning drafting software (WealthCounsel, ElderCounsel, or similar) to generate and manage documents</li><li>Assist with asset identification, beneficiary coordination, and document organization</li><li>Communicate professionally with clients, courts, and third parties throughout the administration process</li><li>Maintain organized case files, track deadlines, and ensure timely filings</li><li>Assist with estate funding and post‑execution follow‑up</li><li>Adapt to varying attorney workflows and support matters from intake through completion</li></ul>About You<ul><li>Minimum 3 years of estate planning and probate experience</li><li>Bachelor&rsquo;s degree required</li><li>Availability of 20+ hours per week</li><li>Strong organizational and communication skills</li><li>Ability to manage multiple matters independently</li><li>Proficiency with Microsoft Office and Adobe</li><li>Experience with Clio or similar legal software preferred</li><li>Experience with WealthCounsel or comparable estate planning software</li><li>Windows‑based computer preferred</li><li>Ability to respond within 1 hour during business hours (9 AM&ndash;6 PM)</li></ul>Why You&rsquo;ll Love Working HereAt Equivity, you&rsquo;re part of a stable, internally managed team, not a temporary placement. You&rsquo;ll work with established attorneys while enjoying the flexibility of remote work, supported by an experienced operations team. We value professionalism, collaboration, and long‑term client relationships.Benefits<ul><li>Medical, dental, and vision coverage</li><li>Paid sick time and employee discounts</li><li>Quarterly performance bonuses</li><li>Expense reimbursements</li><li>Professional development and advancement opportunities</li><li>Supportive, inclusive remote work culture</li></ul>About EquivityEquivity provides virtual paralegal, administrative, reception, staffing, and marketing services to attorneys and businesses nationwide. Our remote team thrives in a collaborative, professional environment built on consistency, quality, and long‑term client success.Learn more at www.equivityva.com.Equivity is an Equal Opportunity Employer committed to diversity and inclusion.Pay: $25.00 - $29.00 per hourExpected hours: 20.0 &ndash; 40.0 per weekBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Vision insurance</li><li>Work from home</li></ul>Application Question(s):<ul><li>Do you have a completed bachelor's degree?</li><li>How many years of experience do you have in Probate and/or Estate Planning?</li><li>Do you have experience with legal software such as Clio, PracticePanther, or similar platforms?</li><li>Please confirm that you have a personal computer, smartphone, and reliable high-speed internet.</li></ul>Work Location: Remote

Remote Estate Planning and Probate Paralegal

Thompson Hine LLP

Thompson Hine LLP, an AmLaw 200 firm consistently recognized for our Innovation, Inclusion, and collaborative culture, is seeking an experienced Estate and Trust Paralegal to join our team in the following locations Cleveland or Columbus office. This position will support members of the Personal &amp; Succession Planning practice group.Position responsibilities include but are not limited to the following:Estate Administration<ul><li>Prepare initial probate papers.</li><li>Value assets, either manually or by use of computer programs, including required research.</li><li>Prepare probate inventories and accountings, and other court required filings.</li><li>Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.</li><li>Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents.</li><li>Arrange distributions to or on behalf of beneficiaries.</li><li>Draft deeds and other transfer documents to fund revocable trusts.</li><li>Research state and county records to obtain information on business entities and heirs.</li><li>Meet with Probate Court Magistrates as needed.</li><li>Experience working with banks, county auditors and other governmental agencies.</li></ul>Estate &amp; Gift Tax Returns<ul><li>Gather and organize gift information and related documentation.</li><li>Gather and organize asset and debt information from Executor/Trustee.</li><li>Prepare a first draft of gift tax returns and estate tax returns.</li><li>Coordinate with other professionals, e.g., accountant, financial advisor, family office.</li></ul>Trust Administration - Inter Vivos Trusts<ul><li>Review Brokerage Statements.</li><li>Arrange distributions to or on behalf of beneficiaries.</li><li>Prepare reports to beneficiaries.</li></ul>Required Qualifications<ul><li>Four-year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred.</li><li>Must have familiarity with the Ohio Probate Law and Microsoft Office programs.</li><li>Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System).</li><li>Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary.</li><li>Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.</li></ul>Compensation is determined upon the market in which the position is located, the responsibilities of the position, the experience and skills of the applicant, and other job-related factors. The estimated salary range for this Cleveland position is $80,000 to $110,000.Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).Thompson Hine EEO PolicyJob Type: Full-timePay: $80,000.00 - $110,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Opportunities for advancement</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Vision insurance</li><li>Wellness program</li></ul>People with a criminal record are encouraged to applyWork Location: Hybrid remote in Cleveland, OH 44114

Estate and Trust Paralegal

Bondurant Law

Overview Our law firm is growing, and we are seeking an experienced, self-driven Estate Planning/Succession Paralegal to support our dynamic and dedicated legal team. The ideal candidate for this position will be highly organized, detail oriented, a critical thinker, while possessing a high degree of compassion and excellent customer service skills to assist our clients navigate through the estate planning/succession process. At least two years of experience in the area of estate planning/successions is preferred as well as a paralegal certificate.Responsibilities<ul><li>Assist in the client intake process by receiving incoming leads calls/inquiries to our law firm, scheduling consultations, compiling and organizing relevant estate planning/succession documents from potential new clients</li><li>Prepare initial drafts with a high degree of accuracy all estate planning and succession documents, such as wills, trusts, financial and medical powers of attorney, acts of donation, petitions for probate, detailed descriptive lists, judgments of possession and other documents as assigned</li><li>Provide exceptional administrative support by managing calendars, scheduling meetings, and handling drop in and/or phone inquiries with care, patience, and professionalism</li><li>Filing, e-recording various estate planning/succession documents with courts and tracking all pleadings in estate/succession matters</li><li>Prepare final packages of estate planning and other transactional documents for clients</li><li>Accurate, complete, and punctual timekeeping</li></ul>Qualifications<ul><li>Proven paralegal experience with a strong background in estate planning or related area of law</li><li>Knowledge of estate planning concepts including trusts, wills, powers of attorney, and succession strategies</li><li>Excellent organizational skills with the ability to manage multiple projects simultaneously while maintaining attention to detail</li><li>Strong writing and proofreading skills for drafting legal documents and correspondence</li><li>Effective interviewing skills to gather client information accurately and efficiently</li><li>Strong analytical and problem-solving skills</li><li>Proficiency in MS Office 365, PDF-editing software, and ability to learn other related software</li><li>High level of professionalism and discretion when handling sensitive, protected personal information</li></ul>Job Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Estate Planning/Succession Paralegal

Net Law Group LLC

Who We AreNetLaw Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.About the RoleThe Estate Planning Paralegal plays a vital role in our virtual estate planning process. You'll facilitate secure online meetings using NetLaw and Zoom, ensuring seamless collaboration between clients, attorneys, and financial advisors. Your technical skills will be crucial in assisting clients with onboarding into the NetLaw system and scheduling meetings. You'll also draft, review, and support the execution of estate planning documents. Excellent written and verbal communication are essential to guide clients through the process.The ability to work independently, maintain organization, and prioritize confidentiality is a must with a strong attention to detail. A solid understanding of estate planning principles and flexibility will round out your qualifications for this rewarding role.WE DO NOT DO PROBATECore Responsibilities<ul><li>Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; provide updates; enter/update data, etc.</li><li>Communicate with financial advisors and clients to ensure they properly engage and complete required tasks.</li><li>The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role.</li><li>Monitor and respond to inquiries through the online support function (chat, email, and video meetings).</li><li>A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses.</li><li>Provide technical guidance to users on NetLaw system, video conferences tools, and other technology.</li><li>Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc.</li><li>Complete other tasks as assigned by management.</li><li>Assist in the oversight and training of legal assistants for the virtual practice.</li></ul>Skills and Requirements<ul><li>4+ years of experience in Estate Planning and drafting Estate Planning documents required.</li><li>Ability and desire to facilitate virtual meetings with camera on required.</li><li>Prior experience with case and/or project management required. Including the ability to help coordinate multiple calendars.</li><li>Proficiency in Microsoft Word, Excel, Outlook, and Zoom; Basic proficiency in learning and navigating new technology systems.</li><li>High level of organization, time management, and attention to detail.</li><li>Excellent verbal and written communication skills.</li><li>Commitment to customer service and confidentiality.</li><li>Team-player who thrives in a fast-paced, collaborative environment.</li></ul>BENEFITS<ul><li>Full-time Employment</li><li>401k with competitive matching</li><li>Health Insurance</li><li>Paid-Time Off</li><li>Flexible Hours</li><li>Fun coworkers and growth potential!</li></ul>NetLaw Management Services Organization, Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can thrive.Pay: $28.00 - $32.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Wills, trusts &amp; estate law: 3 years (Required)</li><li>Legal drafting: 3 years (Preferred)</li></ul>Work Location: Remote

Estate Planning Paralegal

Law offices of Suzanne M Graves

The Company:Golden Oaks Law Group, LLP is a full-service trust and estates law firm. The firm deals with all aspects of wealth management, wealth preservation, wealth transfer, and wealth disputes.The Role:We are seeking a dynamic and detail-oriented Trust and Estate Coordinator to join our team. Your expertise will help clients preserve their legacy, optimize tax efficiencies, and achieve their financial goals. This position offers an exciting opportunity to work closely with estate planning professionals, financial advisors, and legal experts to deliver comprehensive wealth transfer solutions. Your primary duties will involve drafting financial-related documents, working directly with clients to develop trust funding and settlement plans, preparing financial institution claim forms, and facilitating funding and settlement processes. This position is ideal for someone who has worked in banking or financial planning and wants to move into the legal side of the equation. Our experienced attorneys will teach you everything you need to know about asset protection and how trusts work in practice. The ideal candidate is proactive, highly organized, and passionate about helping clients navigate complex financial and legal landscapes.Essential functionsFunding Responsibilities:Client Engagement:<ul><li>Client Relationship Management: Build and maintain strong relationships with clients to ensure a seamless and satisfactory engagement.</li><li>Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized funding and settlement plans.</li><li>Proactive Reporting: Provide consistent, timely updates to clients as their matter moves through the funding or settlement process to ensure a seamless experience.</li><li>Expectation Setting: Act as the primary point of contact to translate complex legal and financial steps into clear, actionable updates for the client.</li></ul>Client Funding Management:<ul><li>End-to-End Funding Management: Develop and present personalized funding plans to clients, providing step-by-step guidance and completing all necessary financial institution or agency forms to ensure trusts are fully funded and functional</li><li>Electronic Asset Integration: Facilitate the seamless transfer of ACH payments and automated deposits from personal accounts into newly established trust accounts.</li><li>Risk Mitigation &amp; Asset Analysis: Conduct thorough reviews to identify and address &quot;at-risk&quot; assets&mdash;such as real property and non-trust-eligible accounts&mdash;that are currently excluded from the trust</li><li>Contingency Planning &amp; Compliance: Execute specialized funding plans for at-risk assets and secure formal waivers from clients who choose to decline or delay recommended funding support</li><li>Professional Network Development: Build and maintain strategic connections with professionals in the financial field to expedite the funding process and streamline communication with external institutions.</li></ul>Settlement Responsibilities:<ul><li>Comprehensive Asset Discovery &amp; Valuation: Conduct exhaustive reviews of decedent assets, including obtaining precise date-of-death valuations for tax and distribution purposes. Serve as the firm's liaison to the assigned appraiser, preparing all necessary documentation and inventories to facilitate accurate appraisals of estate property</li><li>Claim Processing: Prepare and file life insurance claims, pension distributions, and other death benefit applications.</li><li>Financial Professional Relations: Work with the attorneys and the client&rsquo;s financial professionals to identify and implement tax strategies that will achieve the most tax advantageous position for the client.</li><li>Debt, Liability, and Creditor Management: Serve as the primary point of contact for all estate creditors; identify outstanding liabilities and negotiate settlements on the client&rsquo;s behalf to ensure the systematic payment of final debts and administration expenses.</li><li>Distribution Coordination: Draft distribution schedules and receipt/release forms to facilitate the transfer of assets to sub-trusts or final beneficiaries.</li><li>Fiduciary Accounting: Prepare informal or formal accountings for beneficiaries, detailing all receipts, disbursements, and distributions during the settlement period.</li><li>Tax Documentation Support: Gather necessary financial records to support the preparation of personal, estate, or fiduciary tax returns.</li></ul>Required DocumentationTo apply for this position, please submit the following documentation and complete all steps listed below. Incomplete applications will not be considered.<ul><li>Resume</li><li>Cover Letter</li><li>Writing Sample (preferred)</li><li>School Transcripts</li><li>Any other relevant documentation demonstrates that you are a good candidate for the position (certificates, degrees, licenses, etc.)</li><li>Submit the above-requested documentation with your application.</li><li>Answer all required questions as part of your application.</li></ul>Required Education and Experience<ul><li>Bachelor&rsquo;s degree, or equivalent combination of training and experience.</li><li>Interest in pursuing Certified Trust and Fiduciary Advisor Certification a plus.</li><li>Licensed Notary Public preferred.</li><li>2+ years of financial services or legal experience or related educational experience.</li><li>Knowledge of basic estate planning and trust administration concepts and laws.</li><li>Excellent drafting and proofreading skills with exceptional attention to detail.</li><li>Ability to prioritize tasks, manage multiple deadlines, and work efficiently in a fast-paced environment.</li><li>Strong communication and interpersonal skills, with the ability to work effectively with clients and internal team members.</li><li>Experience using legal document management software or other relevant software tools.</li></ul>Other duties<ul><li>Please note that this job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required of the team member for this job. Duties, responsibilities, and activities may change at any time with or without notice.</li></ul>Pay: $25.00 - $33.00 per hourExpected hours: 40.0 per weekBenefits:<ul><li>Dental insurance</li><li>Employee discount</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Application Question(s):<ul><li>In your own words, define three core values that guide your personal and professional life. Describe each value and explain how it influences your decision-making, interactions, and overall approach to work.</li></ul>Work Location: In person

Trust and Estate Coordinator

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