Bighornlaw
Estate Planning Paralegal
Bighornlaw, Coral Gables, Florida, United States,
A successful, outside-the-box, growing-rapidly law office serving families and businesses is looking for a friendly, sharp, and confident
Client Facing Paralegal .This role involves working directly under the estate planning attorneys as well as the Associate/Director of Planning. This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation.This is an in-office position. This is a long-term position with room for growth.Responsibilities
Create and review spreadsheets and other documents to confirm design and instructions for the client’s needs.Confirm details and address any questions with the client.Use professional software to assist in drafting various estate planning legal documents such as trusts, wills, codicils, ancillary documents, real estate deeds, affidavits, and other assignments and acceptances.Design and present estate plans, kids protection plans, and corporate black bookbinders to clients.File corporate formations and entity maintenance.Prepare EIN authorization, and SS4 Forms, and obtain EINs.Lead the signing ceremony meeting and notarize all documents.Assist clients in titling and naming of assets.Manage various databases and software programs.Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor.Qualifications
A Bachelor's degree is a plus.At least 5 years of experience in estate planning paralegal work.Demonstrated competence in working with multiple databases (e.g. Clio, Monday.com, Wealth Counsel), as well as various portals and programs.High-level proficiency in Microsoft Word, Excel, and Adobe applications.An aptitude for effective verbal and written communication.A driven work ethic and the capacity to exercise sound judgment.A responsible attitude and an appropriate demeanor.Compensation
$50,000 - $75,000 yearlyAbout Trust Counsel PL
Our name says it all. We are a boutique firm of qualified attorneys dedicated to helping clients protect themselves, their families, and their legacy through proper planning. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.Compensation and Benefits:
Full Benefits include 401(k), Fully Covered Health insurance (PPO), Dental insurance, PTO.Competitive market rate.Bonuses are awarded based on achieving specific engagement and client onboarding targets. This includes meeting appointment-setting goals, ensuring a high level of client satisfaction, and supporting firm growth initiatives.
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Client Facing Paralegal .This role involves working directly under the estate planning attorneys as well as the Associate/Director of Planning. This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation.This is an in-office position. This is a long-term position with room for growth.Responsibilities
Create and review spreadsheets and other documents to confirm design and instructions for the client’s needs.Confirm details and address any questions with the client.Use professional software to assist in drafting various estate planning legal documents such as trusts, wills, codicils, ancillary documents, real estate deeds, affidavits, and other assignments and acceptances.Design and present estate plans, kids protection plans, and corporate black bookbinders to clients.File corporate formations and entity maintenance.Prepare EIN authorization, and SS4 Forms, and obtain EINs.Lead the signing ceremony meeting and notarize all documents.Assist clients in titling and naming of assets.Manage various databases and software programs.Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor.Qualifications
A Bachelor's degree is a plus.At least 5 years of experience in estate planning paralegal work.Demonstrated competence in working with multiple databases (e.g. Clio, Monday.com, Wealth Counsel), as well as various portals and programs.High-level proficiency in Microsoft Word, Excel, and Adobe applications.An aptitude for effective verbal and written communication.A driven work ethic and the capacity to exercise sound judgment.A responsible attitude and an appropriate demeanor.Compensation
$50,000 - $75,000 yearlyAbout Trust Counsel PL
Our name says it all. We are a boutique firm of qualified attorneys dedicated to helping clients protect themselves, their families, and their legacy through proper planning. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.Compensation and Benefits:
Full Benefits include 401(k), Fully Covered Health insurance (PPO), Dental insurance, PTO.Competitive market rate.Bonuses are awarded based on achieving specific engagement and client onboarding targets. This includes meeting appointment-setting goals, ensuring a high level of client satisfaction, and supporting firm growth initiatives.
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