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.