Litigation Paralegal supporting Louisiana civil litigation at national law firm. Duties include drafting pleadings, managing case files, and assisting attorneys with legal research.
About the role
- Trust Administration Paralegal responsible for client support and document preparation. Collaborating with attorneys to manage trusts and estates effectively in a hybrid setup.
Responsibilities
- Responsible for daily activities of Trust Administration and attorney support
- Handling client meetings/telephone inquiries
- Preparing all documentation to support clients and trustees in administering trusts and estates
- Review and update master documents as needed
- Research legal issues
- Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary”
- Prepare and send Welcome Email to Trustee
- Preparation of Letter of Instruction to Trustee RE: Trust Administration Process
- Preparation of TA Merge file
- Prepare calculations related to Proposition 19 for analysis by Lead Attorney
- Work closely with bridge loan officers to ensure proper documentation is prepared
- Communicate with Trustees telephonically, electronically and in-person
- Meet with Trustees for necessary signing appointments
- Drafting and filing of supplements and formal Court Orders
- Assemble Trust Administration Legacy Binder with all documentation related to the TA
- Assist Attorney with Trust Petitions, including initial drafting, editing and formatting.
Requirements
- High School Graduate
- Paralegal Certificate
- Interpersonal skills including telephone and meeting etiquette
- Oral and written communication skills
- Comprehension of legal terminology
- Ability to issue spot complex issues
- Legal document drafting skills
- Strong attention to detail and organization
- Efficient in time management and administering and executing tasks
- Strong proofreading and grammatical skills
- Computer literacy, including, but not limited to Word and Excel
- Ability to maintain and handle sensitive and private client information.
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