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Estate Planning Paralegal

Estate Planning Paralegal

Sharpe Law GroupDallas, TX, US
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Overview

Sharpe Law Group, PLLC is seeking a detail-oriented and highly professional full-time Estate Planning Paralegal to join our team. This individual will provide critical support to our estate planning attorneys while ensuring our clients receive exceptional service at every step. The ideal candidate for Sharpe Law Group is organized, personable, resourceful, and committed to accuracy and confidentiality.

Responsibilities

  • Attend client meetings with lead attorney
  • Draft estate planning documents, including Wills, Trusts, and Ancillary Documents
  • Prepare client correspondence for attorney review
  • Review estate planning documents and prepare summaries and recommendations for attorneys
  • Prepare corporate documents and assist with entity formation with various government entities
  • Assist attorneys in gathering client information
  • Communicate closely with clients and their advisors with professionalism and discretion
  • Assist clients in corporate annual reporting for entities including Public Information Reports and Annual Meeting Minutes
  • Conduct legal research as needed

Qualifications

  • Minimum of two years of experience in legal field preferred
  • Paralegal certificate or equivalent work experience preferred
  • Excellent written and verbal communication skills required
  • High attention to detail and strong organizational skills required
  • Ability to prioritize in a fast-paced environment required
  • Proficiency in Microsoft Office required
  • Business dress daily for client-facing meetings required

    • Core Competencies

  • Collaboration – works effectively with attorneys, clients, and team members
  • Growth Oriented – embraces learning opportunities and seeks to improve processes
  • Genuine, Honest, and Humble – maintains integrity and openness in all interactions
  • Engaging Professionalism – represents the firm with polished communication and professional presentation
  • "Whatever it Takes" Attitude – demonstrates initiative and resourcefulness to achieve results
  • Competitive base salary and bonuses commensurate with experience
  • Comprehensive benefits package including health, dental and vision insurance, life insurance policy and disability policy
  • Retirement plan with a 5% company match
  • Paid time off, in addition to all federal holidays, and paid parental leave
  • Professional development including one-on-one mentoring with Board-Ccertified attorneys and paralegals and frequent estate planning and probate community networking opportunities
  • Complimentary membership to VIVE Fitness Center at Energy One
  • Secure underground parking at Energy Three

    • Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Legal

    • Industries

  • Law Practice and Legal Services

    • J-18808-Ljbffr

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