Estate Planning Paralegal

Stein Law is seeking a skilled and motivated paralegal with a minimum of 2-3 years recent experience in estate planning and estate administration. The ideal candidate will have a strong understanding of estate planning concepts, excellent organizational skills, and the ability to work independently as well as part of a team.

Our Company:

Stein Law specializes in estates and trusts, corporations, tax controversy, and tax planning, with more than 40 years of combined experience assisting startups, entrepreneurs, and multi-generational family businesses with the formation and operation of their businesses, beginning with planning and entity selection designed to achieve our client’s short-term and long-term objectives. We represent a variety of entity types operating throughout the world and their life cycle.

Key Responsibilities:

Make initial calls to clients to obtain relevant information to open their files.
Create new files and enter pertinent information into case management software.
Draft legal documents related to estate planning and corporate matters, including wills, trusts, IRS filings, entity formation documents, and ancillary documents.
Administer estates from filing probate petitions to final accountings and case closing.
Conduct legal research and gather relevant information to support casework.
Maintain and organize case files, ensuring all documentation is accurate and up-to-date.
Directly communicate with clients to gather information, provide updates, and answer questions.
Schedule meetings, manage calendars, and assist with client correspondence when needed.
Prepare and file documents with state and federal agencies as required.

Qualifications:

Associate’s degree or paralegal certificate from an accredited program, or demonstrated expertise through relevant work experience in the legal field
2+ years of estate planning paralegal experience. Preferably corporate law experience is desirable but not required.
Strong knowledge of legal terminology, processes, and documentation.
Proficiency in Microsoft Office Suite and legal research tools.
Excellent written and verbal communication skills.
Detail-oriented with strong organizational and time-management abilities.
Ability to work under pressure and manage multiple deadlines.

Benefits:

Medical, Dental, and Vision Insurance
401K Plan with Employer Match
Paid Time Off
Holidays
Profit Sharing Plan

From mergers and acquisitions to complex financing arrangements and intricate tax planning, Stein Law gets closely acquainted with your business and financial needs.

By solving the pressing business, finance, and tax problems that follow you around every day, we become your go-to legal partners and trusted advisors for life. We’ll protect your net worth and guard your business like it’s our own.

Join a firm you’ll want to stay with for the long run. Unlike many firms, we take the time to mentor our people. Plus, we enjoy our time together whether it’s a billable hour or a Happy Hour.

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