Trusts & Estate Planning Paralegal

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?
Recognized as a 2025 Best Places to Work (for both law firms and NE businesses), we take pride in our employees’ work ethic, and reward that commitment with a comprehensive benefits package and by offering generous paid time off (PTO) in addition to twelve paid holidays annually. We believe in compensating people fairly and provide tuition reimbursement, paid leave, paid volunteer time, and the opportunity to grow! 

We appreciate the importance of work-life balance to support your personal and professional success. Our collaborative atmosphere allows for quality time to grow your career network and benefit from the mentorship provided by our talented team.
 

If you would like to work for an organization that is growing, gives back to the community and is a place where you can shine, look no further, and submit your resume and cover letter today!