Current Opportunities

Paralegal – Trusts & Estates

Job Description

Are you an experienced paralegal who loves being a vital part of drafting, executing and handling the administration of varied and intricate trusts and estates plans that secure clients’ legacies?  If yes, you’re exactly who we’re looking for!  Our Trust and Estates Paralegal role reports directly to assigned Partners.  At our firm, recognized as one of the Best Places to Work and among the 100 Healthiest Workplaces in America, you’ll find a dynamic environment where your talents will thrive and your career development will be supported.  Don’t miss this opportunity to make a real impact and be valued for your expertise.

Responsibilities

  • Draft estate planning documents, advance directives, wills, revocable and irrevocable trusts, probate petitions, waivers and consents, and prepare entity formation documents and operating agreements.
  • Prepare and file probate forms; administer estates, including preparation of estate application, inventory of assets and annual/final accounting.
  • Assist with preparing deeds and documents related to property transfers, preparing estate tax returns (IRS 706 & 709) and fiduciary accounting.
  • Heavily involved in client interactions and case management.
  • Keep our operations running smoothly by managing time entries and expenses efficiently.

Requirements

  • Bachelor’s Degree.  ABA approved Paralegal Certificate is a plus.  Notary is a plus.
  • 2+ years of paralegal experience with working knowledge of estate planning, estate litigation and trust administration. 
  • Ability to review and interpret wills and trust agreements and handle a significant case management load.
  • Prior bookkeeping experience for accounting or professional services organizations is highly valued.
  • Excellent verbal and written communication skills; strong drafting skills; solid proofreading skills.
  • Ability to track and meet deadlines and manage multiple projects simultaneously.  Adaptable to ever changing priorities in a dynamic work setting.
  • Proactive, positive, energetic and hardworking team player.  Possess a strong client service mentality.
  • Excellent interpersonal skills and the ability to professionally interact with attorneys, staff, and clients.
  • Experience and proficiency in the use of technology to support Practice Group efforts. Advanced working knowledge of Microsoft Office (i.e., Word, Excel, Outlook, PowerPoint) and the ability to quickly learn additional applications relevant to the practice group.  Adobe or PDF Docs, Elite or 3E and iManage experience is a plus.
  • Exceptionally well organized, detail oriented and exercise strong practical problem-solving abilities using logic, creativity, collaboration and client service skills.
  • Self-motivated, proactive and able to work independently to drive projects from start to completion in a timely manner to meet client deadlines.
  • Ability to maintain confidential information with the utmost professional discretion. 
  • Availability to work weekdays between 8:30am – 5:30pm, with overtime when needed.

About Wyrick Robbins

Wyrick Robbins is a commercial law firm with a focus on growth-oriented businesses and various financial organizations that provide capital to such businesses.  Its clients are local, regional, national and global, and range from start-up and early-stage technology companies to established growth companies, both privately-owned and publicly-held.  The firm handles financial and corporate transactions, commercial litigation and other legal needs of these businesses.

Application

  • Cover letter
  • Resume

Apply

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