Trusts & Estate Planning Paralegal at Sheehan Phinney Bass & Green PA

Manchester, New Hampshire, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

0.0

Posted On

24 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Legal terminology, Estate planning, Probate filings, Trust administration, Asset inventory, Client communication, Document drafting, Legal research, Active listening, Multitasking, Attention to detail, Organizational skills, Microsoft Office, E-filing platforms, Federal estate tax regulations

Industry

Law Practice

Description

Description Sheehan Phinney is a well-established, client-focused law firm with a respected Trusts & Estate Planning practice. We are a collaborative, detail-oriented team committed to delivering thoughtful solutions to our clients. This role offers a meaningful opportunity for professional growth. Based on experience, the incumbent will take on appropriate responsibility for drafting basic estate planning documents, probate filings, trust administration, funding, and related materials. Additional responsibilities include preparing and filing court documents, conducting asset inventories, and communicating with clients, beneficiaries, and financial institutions. The role also maintains records, conducts research, and prepares and organizes documents and correspondence, along with other tasks as assigned. Substantive work is billable, with a 1,400-hour annual target. Knowledge, Skills and Abilities Stong understanding of legal terminology, concepts, and practical application Professional demeanor with a positive attitude and high ethical standards Excellent telephone etiquette and client service skills Strong active listening skills Ability to thrive in a fast-paced environment Strong prioritization, multitasking, and sound judgement Exceptional attention to detail Strong organizational and planning skills with initiative Ability to work independently and collaboratively Requirements Bachelor’s degree or equivalent required, with 2-5 years of directly related Trusts & Estate Planning paralegal experience required. Paralegal certification strongly preferred. Working knowledge of legal terminology, state probate rules, and federal estate tax regulations required. Strong computer skills are essential, including proficiency in Microsoft Office and legal software (including e-filing platforms). EEO Why Sheehan Phinney? We value work-life balance and support both personal and professional success. Our collaborative environment provides opportunities to grow your network and learn from a tenured team. We offer a flexible hybrid schedule and an early Friday release summer program. We provide competitive compensation and a comprehensive benefits package, including health, dental, life, and disability insurance, retirement plan, paid time off, 12 firm holidays, tuition reimbursement, paid parking, and more. If you’re looking to join a growing organization that values community and offers a place to thrive, we encourage you to submit your resume and cover letter today!

Responsibilities

The incumbent will draft estate planning documents, manage probate filings, and handle trust administration and funding. Additional duties include conducting asset inventories, maintaining records, and communicating with clients and financial institutions.