Wills & Estate Paralegal

Min 5 yrs required

Full-time

No

Wills & Estate Paralegal at Law Firm - Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Job Category: Paralegals
Requisition Number: WILLS001918

Summary:
The Baker, Donelson, Bearman, Caldwell & Berkowitz, PC law firm is seeking an experienced Trusts and Estates Paralegal for their Chattanooga office. The ideal candidate will have at least five years of experience with estate planning, incapacity, and post-death administration, as well as knowledge of both Tennessee and Georgia laws. This position will involve working with clients to prepare wills, trusts, powers of attorney, and other estate planning documents, as well as handling post-death administration tasks such as probate petitions and fiduciary accountings. The candidate must have a Bachelor's Degree or paralegal certificate from an ABA-approved program, and experience in accounting or bookkeeping would be beneficial.

Job Title:
Wills & Estate Paralegal at Law Firm - Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

H1: Experienced Trusts and Estates Paralegal Needed at Law Firm in Chattanooga
H2: Join Our Team at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Salary Information:
Salary will be commensurate with experience and qualifications.

Job Responsibilities:
- Prepare estate planning documents such as wills, trusts, and powers of attorney
- Assist with post-death administration tasks including probate petitions and fiduciary accountings
- Maintain a calendar system for court and other deadlines
- Communicate with financial institutions and government entities
- Analyze financial records and prepare inventories and accountings for trusts and estates
- Assist with the preparation of tax returns
- Heavy client contact and strong organizational and communication skills are required

Experience:
- At least five years of experience in estate planning and post-death administration
- Knowledge of both Tennessee and Georgia laws
- Bachelor's Degree or paralegal certificate from an ABA-approved program
- Experience in accounting or bookkeeping is a plus

Location:
Chattanooga, TN

Application Process:
- Must be authorized to work in the United States
- Resumes will only be accepted for the posted job
- After reviewing all candidates, only those selected for the next step will be contacted

Equal Opportunity Employer:
Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sexual orientation, gender identity, marital status, religion, sex, age, national origin, genetic information, physical or mental disability, or veteran status.

Thank you for your interest:
Thank you for your interest in the Wills & Estate Paralegal position at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC. We appreciate your submission and will reach out to selected candidates for the next step in our recruiting process.

Not specified

Not specified

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Strong Organizational Skills, Interpersonal Skills, Communication (Oral and Written) Skills, Proficient in MS Office Suite (Word, Excel, Outlook), Attention to Detail, Time Management, Multi-Tasking, Prioritizing

Bachelor's Degree or Paralegal Certificate

Submit resume

Qualification and Experience Bachelor's Degree or Paralegal Certificate from an ABA-Approved Program, Minimum Authorization to Work in the United States

Legal