Paralegal

Job Description

Job Description

Paralegal

About DUGGAN BERTSCH :

DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts & estates, corporate, litigation, real estate, sports & entertainment, tax, healthcare and a stand-alone tax and accounting firm. We are a group of talented entrepreneurial legal professionals who care about culture and have a multi-state presence.

Job Summary :

We are looking for a detail-oriented Paralegal to join our growing firm. Job responsibilities include :

• Assist attorneys in the preparation and administration of trusts and estates.
• Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.
• Conduct legal research and gather relevant information for cases.
• Maintain and organize client files and records.
• Communicate with clients, beneficiaries, and other parties involved in the estate planning process.
• Coordinate and manage the probate process, including filing necessary documents with the court.
• Assist in the preparation of estate tax returns and other related financial documents.
• Ensure compliance with all legal and regulatory requirements.

Qualifications :

Benefits :

This position can be based in one of our following locations :

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