Estates and Personal Paralegals have the opportunity to work directly with the Firm’s partners, lawyers, and clients.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Create flow charts and family trees to show relationships between family investments
Review and analyze trust documents
Draft explanatory charts and written summaries regarding trust provisions
Prepare presentations for use in settlement discussions
Create Excel spreadsheets for use as exhibits
Research, review and organize client files and materials
Fact-check various trust documents and agreements
Assist with court filings and will executions
Assist with special projects supporting the Firm’s practice development, knowledge management and business development initiatives
In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.
Qualifications: Knowledge of legal/paralegal environments
Strong verbal and written communication skills
Good organizational skills; detail-oriented
Good interpersonal skills
Able to work under pressure
High degree of initiative and self-motivation
Educationand/or Experience
Bachelor's degree required.
Prior legal experience is beneficial but not required
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The base salary range offered for this role will be $61,000. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm.
The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits. For a more comprehensive list of employee benefits, please visit www.sullcrom.com/employee-benefits.