Description

We are a dedicated law firm in the Dover area, passionate about providing exceptional support to our clients. We are currently seeking a Probate and Trust Administration Paralegal (PTAP) to join our team in a hybrid capacity, with the potential for remote work. The ideal candidate will be a proactive professional with a solid background in research and investigation. As a systems builder, you will play a crucial role in developing and executing plans while effectively managing multiple estate and trust administration files. We value organizational skills and a deadline-oriented mindset, and we are looking for someone with a proven track record in all aspects of estate and trust administration. A background in finance or banking is a plus. Our firm is more than just a workplace; it’s a supportive environment where your contributions are valued, and your professional growth is encouraged.

Company Culture and Environment

Our law office fosters a close-knit atmosphere where you will feel valued and supported. We are a team dedicated to providing compassionate service to our clients, and collaboration is essential. In this supportive environment, you will have the opportunity to learn from experienced professionals and enhance your legal knowledge and skills.

Career Growth and Development Opportunities

We encourage professional growth and development, providing resources and support to enhance your skills and advance your career within our firm.

Detailed Benefits and Perks

• Supportive work environment that encourages professional growth
• Opportunities to learn from experienced professionals
• Hybrid work flexibility with the potential for remote work

Compensation and Benefits

• Pay Rate: \(22 - \)26 (Dependent on Experience)
• 40 Hours / Full-Time, Monday – Friday, 8:00 AM – 5:00 PM
• Non-exempt employment status

Why you should apply for this position today

This position offers a unique chance to be part of a dedicated team at a law firm that values compassion and collaboration. You will contribute significantly to helping clients navigate estate and trust administration, making a meaningful impact.

Skills

• Strong background in research and investigation
• Excellent organizational skills and attention to detail
• Proficiency in Office 365, particularly Excel
• Familiarity with practice management software preferred
• Strong time management skills and ability to meet deadlines
• Excellent communication and interpersonal skills
• Ability to work collaboratively within a team
• Problem-solving and analytical skills
• Professional dress and communication skills

Responsibilities

• Assisting with all aspects of probate and estate administration from start to finish.
• Supporting trust administration processes from initiation to closure.
• Preparing probate documents with minimal direction from the attorney.
• Maintaining a calendar of court pleadings and deadlines.
• Communicating with clients, financial institutions, and beneficiaries to gather necessary information.
• Responding to client inquiries via email or phone in a timely manner.
• Preparing necessary documents for the transfer of securities.
• Filing claims for insurance proceeds and death benefits.
• Preparing accounts for estate administration or trust accounting.
• Corresponding with the Probate Court as needed.
• Handling incoming calls from clients and the Probate Court regarding cases.
• Promptly addressing client requests and calls.
• Keeping accurate time records.
• Managing all aspects of estate administration, including asset identification and collection, maintaining estate bank accounts, tracking expenditures, and distributing assets to beneficiaries.
• Preparing Receipt and Release Agreements.
• Acting as a liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers.
• Calculating filing fees and fiduciary commissions.
• Obtaining asset valuations.
• Dividing assets and funding trusts/bequests.
• Balancing checkbooks and brokerage accounts.
• Assisting clients in locating appropriate appraisers for real estate or personal property.
• Contacting necessary companies to close any remaining accounts and credit cards.
• Coming to team meetings prepared to discuss the status of open files.
• Tracking client-advanced expenses for reimbursement.
• Drafting letters to creditors in cases of estate insolvency.
• Following up with creditors to settle debts or confirm that balances have been written off.
• Scanning and organizing all estate/trust administration documents in electronic files.
• Preparing mailings as needed for the estate/trust administration process.
• Performing other duties as assigned.

Qualifications

• College Degree and/or Paralegal Certificate.
• 2-5+ years of experience in New Hampshire and Maine probate and trust administration.
• A background in banking or finance, particularly with banking documents, retirement accounts, and investment documents, is advantageous.
• Notary Public certification is a plus.
• Ability to work collaboratively within a team.
• Professional dress and communication skills.

Education Requirements

• College Degree and/or Paralegal Certificate.

Education Requirements Credential Category

• Paralegal Certification or Degree in a relevant field.

Experience Requirements

• 2-5+ years of experience in probate and trust administration, specifically in New Hampshire and Maine.
• Experience with banking documents and financial records is preferred.

Why work in Dover, NH

Dover, NH, is known for its rich history and vibrant community. It offers a mix of outdoor activities, cultural events, and local dining options, making it an appealing place to live and work. With a strong sense of community and easy access to neighboring cities, Dover provides an excellent balance of professional and personal life.