Estate Planning Paralegal

Responsibilities

• Draft estate planning documents to include revocable and irrevocable trusts, wills, powers of attorney for health care and property, and related documents
• Collect and organize financial and asset data to assist clients with funding of revocable trusts, including preparing deeds, assignments and related documents
• Manage and maintain client files, both digital and physical, in accordance with firm policies
• Conduct legal and financial research as needed
• Communicate professionally with clients, financial advisors, and other third parties

Requirements

• Minimum of 3 years of experience as an estate planning paralegal
• Paralegal certification is a plus or relevant work experience will be considered
• Experience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, document management software and ability to learn and use advanced software programs and new technology
• Smokeball (legal practice management system) experience is a plus
• Experience with some or more of the following areas is a plus: trust administration, probate, estate and gift tax preparation software (e.g., CCH ProSystem fx), purchase and sale agreements for businesses and commercial real estate, entity structures, and other corporate matters

Qualifications

Superior oral and written communication skills
Excellent proofreading, organization and time management skills
Ability to produce accurate work product with a high attention to detail
Self-starter who is comfortable simultaneously managing multiple tasks
Comfortable in a fast-paced work environment

Skills

Superior oral and written communication skills
Excellent proofreading, organization and time management skills
Ability to produce accurate work product with a high attention to detail
Self-starter who is comfortable simultaneously managing multiple tasks
Comfortable in a fast-paced work environment

Benefits

• Discretionary bonus
• Health, dental and vision benefits paid at 50% for employee
• Flexible time off
• Participation in 401K Profit Sharing Plan after one year of employment, which includes a 3% safe harbor contribution and a discretionary profit sharing contribution
• A limited work from home option (one to two days per week) may be considered after the paralegal has completed training and demonstrated strong proficiency and independence in the role

Pay

$60,000 - $70,000 base salary dependent on experience. The firm has a 1,300-billable hours target for paralegals.

Schedule

Fully remote option available after training and demonstration of proficiency and independence in the role.