Estate Planning Paralegal

Min 5 yrs required

Full-time

No

Salary

The salary for this position is competitive and commensurate with experience.

Estate Planning Paralegal

Are you looking for an opportunity to make a difference in someone’s life? We are a growing law firm and we are looking for an experienced estate planning paralegal with a minimum of five years’ experience. We are looking for a positive and professional paralegal to join our team and help our clients with their estate planning needs.

The ideal candidate will have:

At least five years of experience as an estate planning paralegal
Experience with drafting wills, trusts, powers of attorney, and advanced directives
Proficiency with Microsoft Office, practice management software, and document drafting software
Experience with WealthCounsel and ElderCounsel is a plus
A great attitude and strong work ethic
An ability to demonstrate vast empathy for our clients
An excellent ability to communicate with clients

Responsibilities:

Review and organize client documents
Communicate with clients regarding information and documents needed to complete preparation of estate plan
Prepare estate planning document drafts including wills, trusts, powers of attorney, and advanced directives for health care
Provide detailed review and proofreading of documents to ensure proper formatting, grammar, punctuation, and spelling
Manage workflow of cases
Learn other areas of practice
Support other staff members as needed to ensure all clients receive an excellent client experience
Interface with clients providing excellent customer service

Salary

The salary for this position is competitive and commensurate with experience.

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Flexible schedule, hybrid schedule possible

H1: Become an Estate Planning Paralegal at a Growing Law Firm

Are you looking for a meaningful career where you can help others care for their loved ones? We are a growing law firm and we are looking for an experienced estate planning paralegal with a minimum of five years’ experience. We are looking for a positive and professional paralegal to join our team and help our clients with their estate planning needs.

H2: Qualifications

To be considered for this role, you must have at least five years of experience as an estate planning paralegal. The ideal candidate will have experience with drafting wills, trusts, powers of attorney, and advanced directives, and a proficiency with Microsoft Office, practice management software, and document drafting software. Experience with WealthCounsel and ElderCounsel is a plus. We are looking for a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team.

H2: Responsibilities

As an estate planning paralegal, you will be responsible for:

Reviewing and organizing client documents
Communicating with clients regarding information and documents needed to complete preparation of estate plan
Preparing estate planning document drafts including wills, trusts, powers of attorney, and advanced directives for health care
Providing detailed review and proofreading of documents to ensure proper formatting, grammar, punctuation, and spelling
Managing workflow of cases
Learning other areas of practice
Supporting other staff members as needed to ensure all clients receive an excellent client experience
Interfacing with clients providing excellent customer service

H2: Benefits

We offer a competitive salary that is commensurate with experience, as well as a comprehensive benefits package that includes:

Health insurance
Dental insurance
401(k)
Paid time off
Flexible schedule, hybrid schedule possible

If this sounds like a great opportunity for you, apply today! Please send your resume and cover letter in pdf form to with AMMAPARAEP in the subject line. We look forward to hearing from you!

Health insurance, Dental insurance, 401(k), Paid time off, Flexible schedule

Microsoft Office, Practice Management Software, Document Drafting Software, WealthCounsel, ElderCounsel

Send resume and cover letter in pdf form to with AMMAPARAEP in the subject line

Qualification and Experience Five years of experience as an estate planning paralegal

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