Estate Planning Paralegal

Job Description

Job Description

A successful, outside-the-box, growing-rapidly law office serving families and businesses is looking for a friendly, sharp, and confident Client Facing Paralegal .

This role involves working directly under the estate planning attorneys as well as the Associate / Director of Planning. This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation.

This is an in-office position. This is a long-term position with room for growth.

Compensation :

$50,000 - $75,000 yearly

Responsibilities :

• Create and review spreadsheets and other documents to confirm design and instructions for the client’s needs
• Confirm details and address any questions with the client
• Use professional software to assist in drafting various estate planning legal documents such as trusts, wills, codicils, ancillary documents, real estate deeds, affidavits and other assignments and acceptances
• Design and present estate plans, kids protection plans, and corporate black bookbinders to clients
• File corporate formations and entity maintenance
• Prepare EIN authorization, and SS4 Forms, and obtain EINs
• Lead the signing ceremony meeting and notarize all documents
• Assist clients in titling and naming of assets
• Manage various databases and software programs
• Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor

Qualifications :

• A Bachelor's degree is a plus
• At least 5 years of experience in estate planning paralegal work
• Demonstrated competence in working with multiple databases (e.g. Clio, Monday.com, Wealth Counsel), as well as various portals and programs
• High-level proficiency in Microsoft Word, Excel, and Adobe applications
• An aptitude for effective verbal and written communication
• A driven work ethic and the capacity to exercise sound judgment
• A responsible attitude and an appropriate demeanor

About Company

Our name says it all. We are a boutique firm of qualified attorneys dedicated to helping our clients protect themselves, their families, and their legacy through proper planning.

We practice only the areas of family wealth succession : Estate Planning, Asset Protection, and Estate Administration. We know what we are doing.

We love what we are doing. We believe in what we are doing.

We want the families we represent to rest assured that their loved ones will be taken care of if anything happens to them no matter what.

Full Benefits include : 401k, Fully Covered Health insurance (PPO), Dental insurance, PTO