Estate Planning Paralegal

This role is with a well-known and respected boutique trust and estate firm.

About the role

We are seeking an experienced Estate Planning Paralegal to join our team.

Responsibilities

• Assisting in the preparation and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
• Providing comprehensive transactional legal support, including drafting, reviewing, and filing legal documents.
• Managing and organizing client files and documents, ensuring all information is up-to-date and readily accessible.
• Conducting legal research and preparing legal memorandums as required.
• Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.
• Assisting in the administration of trusts and estates, including probate proceedings.

Requirements

• A minimum of 5 years of experience as an Estate Planning Paralegal or a similar role in the legal industry.
• A bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is highly desirable.
• Proficiency in estate planning software and various legal research tools.
• Extensive knowledge and understanding of estate planning, probate laws, and trust administration.
• Exceptional transactional legal support skills, with a keen eye for detail and accuracy.
• Excellent written and verbal communication skills, with the ability to liaise effectively with clients, attorneys, and other stakeholders.

Pay

$70,000 - $110,000 per year

Benefits

• 401K
• PTO
• Medical, dental, and vision insurance