<p>Robert Half is partnering with a highly respected law firm to find a Trust & Estates Paralegal. This role is ideal for a seasoned professional who thrives in a client-focused environment and is passionate about supporting families through complex legal processes. The successful candidate will play a vital role in estate and trust planning, administration, probate, and guardianship matters.</p><p> </p><p>Key Responsibilities:</p><ul><li>Draft pleadings, orders, and court documents for probate and guardianship proceedings.</li><li>Manage probate and trust administration processes.</li><li>Assist clients in locating and collecting estate and trust assets.</li><li>Evaluate asset-related documents for accuracy and potential exploitation.</li><li>Prepare detailed accountings for guardianships, estates, and trusts.</li><li>Coordinate asset transfers and trust funding in accordance with legal documents and client instructions.</li><li>Communicate with financial institutions, accountants, and vendors to facilitate asset management.</li><li>Update beneficiary designations for retirement accounts and insurance policies.</li><li>Obtain tax identification numbers and maintain communication with the IRS.</li><li>Oversee the collection and distribution of assets.</li><li>Provide proactive client communication and follow-up.</li><li>Support attorneys with discovery and litigation related to estate and trust matters.</li></ul><p><br></p>

<p>Qualifications:</p><ul><li>5-8+ years of experience in guardianships, probate, and trust administration.</li><li>Bachelor’s degree required; Paralegal certificate preferred.</li><li>Strong understanding of probate and guardianship legal processes.</li><li>Financial and asset management experience with solid math/accounting skills.</li><li>Exceptional analytical, organizational, and proofreading abilities.</li><li>Excellent time management and communication skills.</li><li>High level of confidentiality and professionalism.</li><li>Advanced proficiency in Microsoft 365 (Word, Excel, Outlook, PowerPoint) and PDF tools.</li><li>Experience with document management systems and client matter organization.</li></ul><p><br></p>

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