The ideal Estate Planning Paralegal not only understands how important it is to have a career worth having and a life worth living, but they inspire others around them to do so as well. They value family, then business. They are trustworthy, work with integrity, and do the right thing. This individual knows reputation and respect are fundamental. They always tell the truth, are professional, educated, and intelligent. They believe who they are in business with matters. This person is a top performer, able to focus on service, productivity and profitability.
We are seeking a skilled and eager-to-learn paralegal to join our growing legal team. In this position, you will help lawyers by investigating facts, researching laws and regulations, and preparing and maintaining legal documents. Organizational skills, attention to detail, and a strong work ethic are a must.
The ideal candidate should be positive, confident, and passionate. Being organized and prepared is just as important as being able to stay calm when last minute situations arise. This person should be highly relational, dynamic, collaborative, motivated as well as have a sense of humor. This Paralegal understands the importance of being respectful, detail oriented, responsible and driven.
ABOUT THE JOB (RESPONSIBILITIES)
The responsibilities include, but are not limited to, the following:
Full Time – Monday through Friday, 8:00 AM to 5:00 PM
Draft, review and edit estate planning documents including: Trusts, Wills, Powers of Attorney, Irrevocable Trusts, Promissory Notes, Probate forms and others documents as needed
Coordinate with attorneys, staff and third parties to timely prepare documents
Maintain scheduling calendar for all new estate planning cases
Work directly with clients to obtain required information for drafting
Communicate with Funding Coordinator to ensure proper execution of documents
Perform other administrative duties as assigned
Assist paralegals across locations as needed
SPECIFICATIONS
Required
High School Diploma
Experience with WealthCounsel software
Drafting Skills
Organizational skills
Positivity
Knowledge of Microsoft Office programs
Preferred
Some college experience, including Associate or Bachelor’s degree
Paralegal certification or degree
Previous Estate Planning experience
Previous experience with legal database software
Excellent communication skills
Desired
Bi-lingual
Outside Interests- community involvement
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