Job Details :
Hybrid, 3 Days in Office
75-95K
Role :
The Estate Planning Paralegal assists attorneys and clients in the preparation, organization, and implementation of estate plans.
They work in law firms, banks, and financial planning firms.
Responsibilities include :
- Assisting with client intake and conducting initial client interviews to gather relevant information about their estate planning needs and goals.
- Drafting and preparing legal documents, such as wills, trusts, powers of attorney, advance healthcare directives, and other estate planning forms.
- Reviewing and analyzing client's financial and personal information to assess their estate planning needs effectively.
- Managing and organizing client files, ensuring all necessary documentation is obtained and maintained.
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Paralegal- Estate Planning
The Estate Planning Paralegal assists attorneys and clients in the preparation, organization, and implementation of estate plans. Assisting with client intake and conducting initial client interviews to gather relevant information about their estate planning needs and goals. Drafting and preparing l...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...
Estate Planning Paralegal
As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Job Title: Estate Planning Paralegal. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administ...