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 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, and we believe in what we are doing.
Compensation and Benefits :
- Full Benefits include 401(k), Fully Covered Health insurance (PPO), Dental insurance, PTO
- Competitive market rate.
- Bonuses are awarded based on achieving specific engagement and client onboarding targets. This includes meeting appointment-setting goals, ensuring a high level of client satisfaction, and supporting firm growth initiatives.