Paralegal - Estate Administration

Phelps Dunbar LLP is seeking a seasoned paralegal for our Estate Administration practice. The ideal candidate will be able to work closely with our attorneys to support a broad range of Estate Administration transactions and projects. They will be a proactive, detailed-oriented, team player with the ability to work well independently and maintain a high level of attention to all detail and timeliness of deadlines while providing high-quality service to clients.

Duties and Responsibilities:

Assist with preparation of trusts, probates, property and business transitions, conservatorships, etc. Draft, prepare, collect, organize and/or file estate administration, trust administration, real estate title documents, deeds, memoranda of trust, forms, records, etc. Obtain documents and records from clients and state and local agencies. Review financial information received from client; audit documents to correct errors; draft estate tax analysis. Prepare final estate planning letter which includes copies of executed estate planning documents and recommendations for various asset transfers related to trust funding strategy, including investment accounts, real estate, life insurance and retirement assets. Be familiar with all aspects of estate, trusts and real estate law. Review revocable and irrevocable trusts, LLC operating agreements, and corporate bylaws. Proofread legal documents to ensure accuracy and consistency. Facilitate the meeting of attorney deadlines by keeping organized schedules and providing timely reminders. Organize and maintain files by saving documents in designated workspaces/folders within iManage and maintaining paper files as required. Utilize technology and firm resources to maximize the efficiency and effectiveness of attorney workflows. Interact professionally with and assist clients in-person, via phone and/or by virtual means. Record billable time daily meeting daily billable requirements; review and edit bill proformas monthly. Multi-task and prioritize work assignments to consistently provide high-quality work product within stated deadlines.

Education and Experience Required:

A minimum of a high school diploma or GED is required. A four-year college degree and/or a certificate in paralegal studies is preferred. Significant prior experience may be substituted for a combination of the educational requirements. A minimum of 3-5 years of paralegal experience in the Business/Corporate area is preferred. Uphold professional relationships with clients, exercising discretion and sound judgment. Consistent and reliable attendance is required.

Qualifications and Skills Required:

At least 5 - 7 years of paralegal experience and knowledge of estate administration procedures. Must have a high level of computer literacy including proficiency in MS Office Software Suite (including Excel and PDF documents) and a working knowledge of a document management system. Ability to utilize current technology is required. Experience using electronic resources and support software is strongly preferred. Strong oral and written communications skills and proofreading skills. Excellent time management and attention to meeting deadlines, organizational abilities, attention to detail and strong proofreading skills are also required.

Performance Measures:

Demonstrated ability to fulfill the responsibilities outlined above, with high standards for quality and productivity. Expertise in available software and technology tools, knowledge of secretarial and office procedures; equipment; legal terminology; and attention to detail. Dependability and collaboration with attorneys, clients and support staff. Ability to meet deadlines. Maintain high level of confidentiality. Ability to meet firm billing requirements. Ability to work independently, be motivated and initiative. Compliance with office policies and procedures. Professionalism demeanor, effective communication, and ability to manage multiple priorities.