Position Overview

We are seeking a detail-oriented and proactive Paralegal with experience in trust administration, real estate transfers, and entity formation. This individual will play a key role in supporting attorneys and clients with the setup and maintenance of trusts, transferring assets (including real property) into trust structures, and forming business entities such as LLCs and S Corporations.

This is an ideal opportunity for someone who thrives in a fast-paced legal environment and enjoys working directly on complex estate planning and corporate structuring matters.

Key Responsibilities

• Assist with the preparation, review, and management of estate planning documents, including revocable and irrevocable trusts
• Coordinate and execute the transfer of assets into trusts, including preparation and recording of deeds and related real estate documentation
• Support entity formation processes, including LLCs and S Corporations, across multiple jurisdictions
• Prepare and file formation documents (Articles of Organization, Operating Agreements, EIN applications, S-Corp elections, etc.)
• Maintain corporate records, compliance filings, and entity documentation
• Communicate with clients, title companies, lenders, and government agencies to facilitate smooth transactions
• Track deadlines and ensure timely filings for both trusts and business entities
• Assist attorneys with due diligence, document organization, and transaction closings
• Conduct legal and regulatory research related to estate planning and corporate matters
• Support ongoing trust administration and post-formation entity maintenance

Qualifications

• 3+ years of paralegal experience, with a focus on estate planning, trusts, and/or corporate law
• Hands-on experience transferring real property into trusts and preparing related documentation
• Experience forming and maintaining LLCs and S Corporations
• Strong understanding of estate planning documents and entity structures
• Familiarity with state filing requirements and compliance processes
• Excellent organizational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment

Preferred Qualifications

• Paralegal certification or ABA-approved program completion
• Experience working with high-net-worth individuals or family offices
• Knowledge of multi-state filings and real estate transactions
• Familiarity with legal software and document management systems

Why Join Us

• Collaborative and client-focused environment
• Exposure to sophisticated estate planning and corporate structuring work
• Opportunity for growth and increased responsibility
• Competitive compensation and benefits package

Apply today to learn more details!