Paralegal - Estate Planning

Location:  Territorial Headquarters, Atlanta, GA      

About this opportunity:

Researches, analyzes, and manages estate and trust files; responsible for annual review, re-evaluation, and closure of assigned legal files; reviews, identifies, and processes a variety of legal documents; prepares advanced, technical, and highly confidential correspondence and/or reports regarding the estate and trust files; responds to inquiries regarding the estate and trust files assigned.  Serves as a liaison for other departments and/or divisions seeking information or services.  May provide instruction and training to divisional staff as it relates to some aspects of legacies

Key responsibilities:

• Performs annual re-evaluations for each estate and trust as needed; performs semi-annual reviews of files on estate and trust matters for closure or unresolved issues and performs the necessary tasks to bring the matters to closure; ensure the closure is in an accurate and timely manner.
• Create an accurate valuation for each asset from all estates and trusts and review and track those valuations as assigned, utilizing an estate and trust database to record such information; maintain database and assures that information is accurate and entered in a timely manner
• Conduct legal research on assets to be liquidated, as assigned, where the Legal Secretary or other Board member serves as fiduciary representative of the estate or trust; identify assets for the divisions that require liquidation and advise the appropriate division.

What we are looking for in you:

Bachelor’s degree from an accredited college or university with three (3) years of relevant and progressively responsible work experience in a professional environment as a paralegal in a legal office including some experience in estates and trust management.

Or

Associate degree in paralegal studies or other legal certification with five (5) years of relevant and progressively responsible work experience in a professional environment as a paralegal in a legal office including some experience in estates and trust management.

Or

Any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.

License & Certifications

Paralegal certification is required. 

Valid State Driver's License is required.

Notary Public preferred. 

Physical Requirements and Working Conditions:

Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts associated with noise, dust, dirt, and the like.

Must be able to travel.

Employee Benefits

• Health, Dental and Vision Insurance
• Paid Time Off
• Holidays with Pay
• Life Insurance
• Retirement Plan and more!

Why work for us?

The Salvation Army offers a broad range of career opportunities, particularly targeted toward those motivated by our mission, to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

The Salvation Army strives to do the “Most Good” for its employees by offering a greater sense of purpose in the work performed, by training and mentoring employees and by offering competitive compensation and benefit plans.  Whether employed as a truck driver, administrative support team member or the director of a program, our employees understand at the core of their work is the opportunity to be an integral part of an organization that is Doing the Most Good.

Additional Information:

All employees recognize The Salvation Army is a church and agree they will do nothing as an employee of The Salvation Army to undermine its religious mission.

To apply, click on the “Apply Now” icon at the bottom of this posting.

Application Submittal Period: 5/5/2025 – 5/19/2025

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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When an application is selected for review, typically, only applicants who indicate the relevant education and experience requirements, as indicated in the job description for the position, may be considered for job openings. Please FULLY complete the application, answer questions completely, honestly and to the best of your ability. Please also upload a copy of your resume (when available). Those applicants requiring accommodation to the application and/or interview process should contact a representative of the Human Resources Department at the applicable location.

We appreciate your interest in employment opportunities with The Salvation Army!