Drafting and Funding Paralegal

Responsibilities

• Document Drafting and Preparation: Draft all deeds, trusts, wills, powers of attorney, and health care proxies.
• Responsible for dictation, outgoing correspondence, and preparation of firm form letters.
• Draft funding documents including change of beneficiary forms and other financial institution requirements.
• Create, modify, and maintain all internal forms.
• Client Interaction and Case Management: Meet with clients for appointments that do not require attorney supervision.
• Enter all relevant general information and meeting notes into the firm database.
• Calendar all work and ensure that all deadlines are met.
• Prepare all client documents and planning documents for client signatures.
• Administrative and Team Support: Navigate through client management software and tools efficiently.
• Maintain funding chart and track ongoing funding.
• Actively participate in required firm calls and meetings and provide weekly reporting.
• Complete projects or tasks as requested by attorneys within the time frame allotted.
• Attend training events and other firm events as needed.
• Adhere to firm-established core values.

Qualifications

• Strong organizational skills and attention to detail.
• Proficiency in Wealth Counsel and client management software.
• Excellent communication skills, both written and verbal.
• Able to manage multiple tasks and deadlines.
• Experience as a paralegal in estate planning is preferred.