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Estate Planning and Trust Paralegal

Company: Worden Thane P.C.
Location: Missoula
Posted on: November 17, 2022

Job Description:


Responsibilities

  • Drafting all forms of estate planning documents, including wills, trusts, powers of attorney, living wills, and ancillary planning documents
  • Drafting documents, such as petitions, motions, inventories, accountings, and notices for trust, probate, and guardianship proceedings.
  • Communicating with clients, beneficiaries, third-parties, and courts to gather, organize, and provide information.
  • Organizing file and managing deadlines.
  • Collaborating with attorneys, assistants, interns, and clients.
  • Tracking billable and administrative time.
    QualificationsA highly qualified candidate will be detail-oriented, organized and motivated, is familiar with the rules for probate and guardianship proceedings in Montana, has drafted and filed pleadings in Montana, can work independently and as part of a team to produce high quality work product, and has the ability to manage multiple priorities and meet deadlines. -Strong writing, proofreading, research, and oral communication skills are a must. - - -The candidate must be proficient in all Microsoft Office programs, have experience with WordPerfect and PDF software like Adobe, and preferably is familiar with document and electronic file management systems, like Worldox and ProLaw. -

Keywords: Worden Thane P.C., Missoula , Estate Planning and Trust Paralegal, Legal , Missoula, Montana

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