Paralegal - Probate & Trust Administration

Are you a Probate and Trust Administration Paralegal who enjoys working closely with clients and being the point of contact responsible for the administrative process and all details associated with each case? If so, read on as we have a Paralegal opening working in the Manchester and occasionally in the Concord, NH office. In this role you will address substantive probate and trust administration work providing support to this busy practice group. This includes preparing probate filings, estate and trust accounts, estate and trust funding documents, and real estate closings applicable to an estate and/or trust. Additional responsibilities include meeting and communicating with clients and their advisors and preparing all related documents, guiding clients through the step-by-step management of estate and trust assets. Additional responsibilities include guardianship and conservatorship proceedings, maintaining client files, preparing materials for client meetings, managing deadlines, performing research, electronic filings and attending to client needs and concerns along with other tasks as assigned.

Knowledge, Skills and Abilities

  • Strong client communication and rapport building skills
  • Strong understanding of probate process
  • Presents professionally 
  • Strong planning and organizational skills 
  • Excellent written and verbal communication skills 
  • Ability to prioritize, multi-task and work efficiently while using good judgment
  • Ability to operate in a fast-paced environment
  • Strong attention to detail and sense of urgency
  • Ability to work independently as well as in a team setting

Bachelor’s degree or equivalent with 5+ years of NH and MA probate and trust administration experience strongly preferred. Excellent computer skills including proficiency with MS Office Suite and electronic filing fluency. Familiarity with ProSystem fx Tax and Worldox (or other document management software), preferred. EOE

Why Sheehan Phinney? 

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 absorb the wealth of knowledge available within our tenured team. We provide a flexible work environment through our hybrid remote schedule, and early Friday release summer program.

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! 

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!