Estate Planning Probate Paralegal or Paraplanner

Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner to join their team in the Atlanta, GA region. This role will support estate and financial planning services, managing fiduciary income tax returns, estate and gift tax filings, and charitable trust returns. This role is crucial in maintaining the smooth operation of our Wealth Transfer Process. Gather, organize and synthesize client data, reviewing client estate planning documents, financial statements, and tax returns to develop Wealth Transfer Deliverables or other estate planning analysis. Preparation and review of Wealth Transfer Advisory Service deliverables, which may include Wealth Transfer Diagrams and Summaries, Wealth Transfer Reports, and Wealth Transfer Audits. Independently manage deceased client cases and act as a resource for advisors and clients by answering estate planning related questions. Conduct estate and gift tax research and assist with the maintenance and compilation of tax research, reference libraries, and Wealth Transfer software. Cultivate client and advisor relationships, providing excellent client service while also assisting with the creation of estate planning content for use in blogs and other marketing materials. Draft estate planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer. Act as a resource for advisors and client service representatives for account titling and beneficiary designation questions. Assist with internal presentations or other advisor education activities and with the development of Wealth Transfer workflows and other advisor support systems. Maintain a team approach by assisting and filling in for others when necessary.Requirements Proven expertise in Estate Planning and Probate & Estate Administration 3-5 years of professional related experience Experience in client interfacing with high-net-worth individuals Exceptional communication and interpersonal skills Ability to work under pressure and meet strict deadlines Proficiency in using legal research platforms and legal databases Demonstrated ability to maintain strict confidentiality and discretion Excellent organizational skills with high attention to detail Strong understanding and adherence to legal and ethical standards Ability to work both independently and collaboratively within a team.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .