Career Consulting Partners

Paralegal

• Support 2–3 attorneys on trust and will contests, breach of fiduciary duty claims, contested accountings, and related probate court matters
• Manage calendars, court deadlines, e-filing, and case files
• Draft petitions, objections, discovery, subpoenas, and declarations for attorney review
• Prepare for mediations, hearings, and trial, including exhibits, trial binders, and witness materials
• Lead, train, and review the work of another Paralegal
• Report to a Partner with a substantial book of business

Senior Paralegal – Trust and Estates

• Support 2–3 attorneys on trust administration and estate settlement from the start of each matter through final distribution
• Prepare trust administration notices and correspondence to trustees and beneficiaries
• Inventory and value assets with financial institutions, appraisers, and CPAs
• Handle asset transfers, retitling, and distributions
• Prepare trust accountings
• Draft Heggstad, spousal property, and other petitions for attorney review
• Meet a billable expectation of 1,500 hours

Senior Paralegal – Trust and Estates

Paralegal, Trust Administration