Job Summary
Walker Estate Attorneys stands as a premier estate planning law firm based in Prescott, dedicated to serving clients across a wide area including Prescott, Prescott Valley, Chino Valley, Dewey, Paulden, Wilhoit, Skull Valley, etc. We take pride in our commitment to families and individuals throughout the State of Arizona, ensuring that our services reach every corner of the State.
We are seeking a self-motivated, experienced Trust & Estates Probate Paralegal to work closely with the attorneys in the Trust & Estates field. The Paralegal will interpret legal documents and reports while maintaining positive contact with attorneys, staff, and clients and observe confidentiality of client and firm matters.
Essential Duties & Responsibilities (not all inclusive):
· Prepare probate court filings, inventories, and accountings.
· Produce informal summaries and accountings for trust and estate beneficiaries.
· Ability to work on an estate from the time of client’s death; gathering information about assets and debts, through to distribution of assets from the decedent to the estate to the beneficiaries.
· Prepare and update status reports of estate administration for attorneys.
· Communicate with trust and estate beneficiaries regarding distributions. Attend meetings with successor trustees and PR's as necessary.
· General bookkeeping duties as identified and as needed.
· Record billable hours/time daily; review and edit bills monthly; print, copy and pay final bills monthly.
· Organize, scan, copy and fax legal documents in a timely manner.
· Draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments.
· Update and organize electronic and physical files for easy access.
· Regular and dependable attendance is an essential function in the job.
· Handles special projects and additional responsibilities as assigned from time-to-time by the attorneys.
Knowledge, Skills & Abilities:
· Knowledge of financial and legal management principles in order to assist with the responsibility for the firm’s Trust & Estates & Administration Probate at a level normally acquired through completion of degree and/or certification or equivalent experience in the Trust & Estates Probate field.
· Approximately 1-3 years of experience with all aspects of the probate process, and trust administration including collecting and distributing assets, and preparing accounts.
· Ability to demonstrate impeccable integrity in personal and fiduciary matters.
· Interpersonal skills necessary in order to communicate with a diverse group of attorney, staff and clients. Provide information and customer service with courtesy and tact.
· Knowledge of AvidLaw is helpful in this role.
· Working knowledge of Excel is required.
This job description is intended to be general and will evolve over time. This description is subject to periodic updating. At the attorney’s discretion, the employee may be assigned different or additional duties as deemed necessary. We’re an equal-opportunity employer and welcome applicants of all backgrounds. We look forward to hearing from you.
Benefits:
- Dental insurance
- Vision insurance
- Paid sick time
- 401(k) / 401(k) matching (after 1-year)
- Paid time off (after 1-year)
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Application Question(s):
- Do you live or plan to live within easy driving distance of Prescott, AZ?
- When would you like to start?
- Are you willing and able to work full-time in our office?
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Work Location: In person
