Estate Planning Paralegal

Responsibilities

• Draft and prepare a wide range of estate planning documents, including revocable trusts, wills, powers of attorney, healthcare directives, deeds, and related materials.
• Cook up and review estate planning documents to ensure accuracy, consistency, and alignment with attorney recommendations.
• Serve as a primary resource for WealthCounsel drafting software, including troubleshooting issues, developing customized drafting solutions, and helping maintain internal templates.
• Aid in workflow management and provide guidance to contract and junior paralegals throughout the drafting process.
• Communicate directly with clients to collect information, answer questions, request documentation, and provide status updates.
• Obtain and review property records and related documentation.
• Prepare, file, and record deeds and other real estate transfer documents, while coordinating with county recording offices as needed.
• Help maintain efficient case progression from initial drafting through document completion and execution.

Requirements

• Minimum of five years of estate planning paralegal experience.
• Strong experience drafting trusts, wills, powers of attorney, healthcare directives, and related estate planning documents.
• Demonstrated proficiency with WealthCounsel is preferred.
• Ability to independently manage a substantial workload with limited supervision.
• Prior experience mentoring, training, or coordinating the work of other paralegals is preferred.
• Paralegal certificate or equivalent combination of education and relevant legal experience.

Qualifications

This is an excellent opportunity for an experienced estate planning professional seeking a senior-level role with meaningful responsibility, direct client interaction, and the opportunity to make a significant impact within a growing practice.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with 3.5% matching contribution
• Paid time off