Paralegal

Join a client-focused estate planning law practice dedicated to helping individuals and families protect their assets, preserve their legacies, and achieve peace of mind. We are seeking a detail-oriented Estate Planning Paralegal who thrives in a fast-paced environment and is committed to providing exceptional client service.

Key Responsibilities

• Draft estate planning documents including wills, trusts, powers of attorney, advance healthcare directives, and related correspondence.
• Manage client matters from intake through execution, including gathering information, preparing document drafts, scheduling signing appointments, and maintaining accurate files.
• Communicate professionally with clients, financial advisors, accountants, and other professionals to support estate planning and trust administration matters.
• Assist attorneys with trust funding, asset transfers, beneficiary designations, and probate avoidance strategies.
• Prepare and file probate and estate administration documents when needed.
• Maintain case management systems, monitor deadlines, and ensure compliance with firm procedures and state requirements.

Qualifications

• 2+ years of paralegal experience, preferably in estate planning, probate, elder law, or trust administration.
• Strong understanding of estate planning documents and legal terminology.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational abilities.
• Proficiency with Microsoft Office and legal practice management software.
• Ability to manage multiple priorities independently while delivering a high level of client service.