Paralegal - Estate Planning

Key Responsibilities

• Draft estate planning documents to include wills, trusts, powers of attorney, advance healthcare directives, and related amendments.
• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files, both digital and physical, in accordance with firm policies.
• Maintain up to date knowledge of relevant estate, tax, and probate laws.
• Communicate professionally with clients, financial advisors, and other third parties

Qualifications

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with legal practice management software such as Smokeball.
• Notary Public license

Key Skills

• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Professional demeanor and discretion with confidential information.
• Proficient in Microsoft Office Suite.

Working Conditions

• Primarily office-based with standard business hours, some flexibility may be required.
• Occasional client meetings or signings may occur outside of normal office hours.

Pay & Benefits

• Up to $75,000 salary - Commensurate with experience
• Employee Medical Plan
• Disability Insurance
• Life Insurance