Paralegal Estate Planning 147428

A well-established law firm is seeking an experienced Estate Planning Paralegal to provide comprehensive support to attorneys and clients throughout the Estate Planning process. This role involves managing all aspects of Estate Planning matters, from initial client intake to the final execution of customized estate plans.

Key Responsibilities :

• Draft, edit, and prepare estate planning documents such as revocable and irrevocable trusts, wills, powers of attorney, advance health care directives, and related amendments under attorney supervision.
• Guide clients through each phase of the estate planning process with professionalism and empathy, ensuring clear communication and understanding.
• Assist with asset alignment and trust funding, including the preparation of transfer documents and beneficiary designations.
• Support attorneys with trust administration and probate matters, ensuring compliance with deadlines and filing requirements.
• Maintain accurate client records, case files, and internal deadlines.
• Coordinate document signings, notarizations, and delivery of finalized estate plans.
• Collaborate with attorneys, clients, financial advisors, and tax professionals to ensure effective implementation of estate plans.
• Stay informed on changes in estate planning law, best practices, and document drafting standards.

Qualifications :

Compensation and Benefits :

This position is ideal for a motivated Paralegal who thrives in a client-centered environment and is committed to delivering high-quality legal support in estate planning and administration.

Salary Range : $70,000 - $78,000

Reference : 147428

Compensation :

$70,000-$78,000 per year

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