Address
Form of workJob Description
Benefits/Perks
- Careers Advancement Opportunities
- Flexible Scheduling
- Competitive Compensation
Job Summary
We are seeking a highly motivated Estate Planning Paralegal to join our team. In this role, you will provide support to our founding and lead attorney and assist in all phases of the Estate Planning process. You will perform legal research, conduct meetings, and assist with client support.
Responsibilities
- Act as liaison between attorney and client
- Process inquiries pertaining to Estate Planning, Medicaid, Funding, Probate, and Trust Administration
- Ensure that case-related documents are well organized and available for review
- Conduct legal research when necessary
- Provide general administrative support
- Communicate with clients
- Attend or host in-take meetings with clients
- Maintain and update documentation
Qualifications
- 3+ years previous experience as an Estate Planning Paralegal or similar role is preferred
- Certification or Associates Degree as a Paralegal
- Familiarity with legal procedures, terminology, and the court system
- Strong verbal and written communication skills
- Highly organized with document management experience
- Excellent research skills
- Comfortable Microsoft Office and case management software
- Ability to multitask and work well under pressure
- Extremely organized and detail oriented
- Minimal mistakes made in drafting, typing, and communications
