Estate Planning Paralegal

Min 3 yrs required

Full-time

No

NA

Flexible work environment, competitive compensation and benefits package, professional education and career-growth opportunities, results-based incentives

NA

Attention to detail, excellent communication skills, proactive, driven, team-oriented, prior estate planning knowledge or experience, meeting and communicating with clients, drafting estate planning documents, following up in a timely and professional manner, managing deadlines and due dates, triaging incoming legal questions, responding appropriately with attorney advice, maintaining accurate timekeeping records, working with clients to gather accurate information, working with attorneys to improve resources and processes, meeting with clients in person to conduct signing meetings, working independently and with other team members, providing the highest level of work for clients

NA

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Qualification and Experience 3 or more years of client-facing experience working in a law firm, understanding of estate planning documents, fundamental understanding of how an estate plan works, strong communication skills, proficiency with different software and virtual technology, NC Notary Public or willing to become a Notary Public, experience using WealthCounsel and/or Elder Counsel is a plus

Legal