Paralegal - Trusts & Estates

Responsibilities

• Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate
• Prepare securities valuations and calculations for estate administration
• Assist in drafting estate planning documents and related summary illustrations
• Assist in drafting, proofing, and recording deeds and conducting electronic land record searches
• Prepare and file pleadings for estates in multiple Alabama probate courts
• Communicate with clients, CPAs, and brokerage firms regarding estate matters
• Support document management and discovery for probate and estate contest litigation
• Maintain and organize matter files, documents, and correspondence
• Monitor and track estate and trust administration developments

Requirements

• 2-3 years minimum paralegal experience in Trust & Estates or Tax
• Ability to prepare state and federal fiduciary income and death tax returns
• Strong knowledge of the probate process and legal principles
• Bachelor's degree with ABA paralegal certification or an Associate/Bachelor's degree in paralegal studies preferred
• Strong proofreading, organizational, and problem-solving skills
• Superior interpersonal skills for communicating with clients, advisors, and staff
• Ability to handle confidential and sensitive information with discretion
• Ability to work moderate overtime

Benefits

• Competitive salaries commensurate with experience
• Comprehensive benefits including medical, dental, vision, life, disability, and retirement
• Professional development support, including CLE tracking and training programs
• A collaborative, inclusive, and supportive culture

About the Company

Bradley is a law firm dedicated to providing exceptional service to valued clients through a collaborative and professional environment.