POSITION SUMMARY

Phillips Murrah P.C. is seeking an Estate Planning and/or Business Transactional Paralegal to support its trusts, estate planning, and business succession practice.  5+ years of estate planning and/or business transactional experience preferred but not required.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Draft and assist with preparation of estate planning documents, including trusts, wills, powers of attorney, and related instruments and illustrative diagrams as well sophisticated estate planning documents such as irrevocable trusts, life insurance trusts, intentionally defective trusts.
• Prepare trust funding documentation, including deeds, assignments, and beneficiary designations and assist with filing of same, if appropriate.
• Assist with probate and trust administration matters.
• Draft and assist with preparation of entity organizational documents, including Articles of Incorporation/Organization, Bylaws/Operating Agreements, corporate Consents/Trustee Resolutions, stock certificates, taxpayer identification numbers, etc.
• Maintain corporate records, including annual minutes and annual reports.
• Assist with business transactions such as mergers and acquisitions, buy-sell agreements, purchase agreements, and other similar documents.
• Coordinate client meetings and maintain direct client communication.
• Organize and manage files and closing binders.

QUALIFICATIONS

• 5+ years of estate planning and/or business transaction experience.
• Strong drafting and organizational skills.
• Proficiency in Microsoft Office.
• Ability to manage multiple projects and deadlines.
• Ability to work directly with multiple attorneys.
• Experience with high-net-worth clients or complex planning matters preferred but not required.

WORK ENVIRONMENT/BENEFITS

• Collaborative team environment.
• Competitive compensation and bonus opportunities, based on experience.
• Benefits include medical, dental, & vision plans, flexible spending account, life insurance, long-term disability, 401(k) profit sharing plan with 5% firm contribution, paid parking, and a generous paid parental leave policy.
• Additional benefits include early Fridays, half-day Friday once a month, and casual dress.

APPLY NOW

Please submit your resume to Carrie Palmer at cmpalmer@phillipsmurrah.com.