Strategic Trusts and Estates Legal Specialist

S.A. Stevenson Law Offices

S.A. Stevenson Law Offices in Columbia, MD 21046

Remote Trusts & Estates Paralegal

We are seeking a highly motivated and experienced individual to join our legal team as a Remote Trusts & Estates Paralegal. This unique opportunity allows you to work from the comfort of your own home while providing essential support to our attorneys specializing in trusts and estates law. The ideal candidate will have a strong background in probate procedures, estate planning, and trust administration, coupled with the ability to work independently and collaboratively in a remote environment. Some travel will be required for signings.

Responsibilities:

  • Document Preparation:
    • 1. Draft and prepare legal documents related to trusts, wills, powers of attorney, and other estate planning instruments remotely.
    • 2. Assist in the creation and maintenance of trust and estate administration documents.
  • Virtual Client Communication:
    • 3. Conduct virtual meetings with clients to gather necessary information for estate planning documents.
    • 4. Provide updates on the status of trust and estate matters through virtual communication channels.
  • Probate Support:
    • 5. Assist in the preparation and electronic filing of probate documents.
    • 6. Coordinate with court personnel, clients, and opposing parties remotely regarding probate matters.
  • Trust Administration:
    • 7. Support attorneys in the remote administration of trusts, including asset transfers and beneficiary distributions.
    • 8. Maintain organized and up-to-date records of trust assets and transactions.
  • Legal Research:
    • 9. Conduct legal research on trusts and estates issues remotely to support attorneys in case preparation.
    • 10. Stay informed about changes in relevant laws and regulations.
  • Virtual Calendar Management:
    • 11. Manage attorney calendars remotely, scheduling client virtual meetings, court appearances, and deadlines.
    • 12. Ensure timely electronic filing of documents with courts and government agencies.
  • Billing and Administrative Tasks:
    • 13. Assist in the preparation of client invoices remotely and track billable hours.
    • 14. Handle general administrative tasks to support the smooth operation of the legal practice from a remote location.

Qualifications:

  • Bachelor’s degree or paralegal certification from an accredited institution.
  • Proven experience as a trusts and estates paralegal, with a successful track record of remote work. Candidate must come with solutions to offer our firm.
  • Strong knowledge of probate procedures, estate planning, and trust administration.
  • Excellent organizational and time management skills, with the ability to thrive in a remote work setting.
  • Proficient in legal research and document management software.
  • Strong virtual communication skills, both written and verbal.
  • Ability to work independently and collaboratively within a remote team.

Job Type: Part-time

Pay: $27.00 – $38.00 per hour

Expected hours: 25 per week

Experience: Wills, trusts, & estate law: 3 years (Required)

Willingness to travel: 25% (Required)

Work Location: Hybrid remote in Columbia, MD 21046

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