PANGEATWO
Our client is seeking a detail-oriented and experienced Estate Planning Paralegal to support our attorneys in drafting and managing estate planning documents. This role requires excellent organizational skills, client communication abilities, and a strong understanding of estate planning procedures, including wills, trusts, powers of attorney, and probate filings.
Key Responsibilities:
- Assist attorneys in drafting and reviewing estate planning documents , including wills, trusts, advance directives, and powers of attorney
- Prepare probate and estate administration filings, including petitions, inventories, and accountings
- Coordinate client meetings, maintain case files, and track important deadlines
- Conduct legal research on estate planning laws and probate procedures
- Gather and organize client information for estate planning and asset protection strategies
- Communicate with clients, financial institutions, and courts regarding estate matters
- Assist in trust funding, beneficiary designations, and asset transfers
- Ensure compliance with state and federal laws regarding estate planning and probate processes
- Maintain confidential client records and case management databases
Qualifications:
- Experience: 1 years of experience as an estate planning or probate paralegal preferred
- Education: Associate’s degree, Paralegal Certificate, or equivalent legal experience required
- Skills:
- Strong knowledge of estate planning documents and probate procedures
- Proficiency in Microsoft Office, legal software, and document management systems
- Excellent written and verbal communication skills
- Ability to manage multiple cases and deadlines efficiently
- Detail-oriented with strong research and problem-solving skills
- Certifications: Certified Paralegal (CP) or Registered Paralegal (RP) preferred but not required
Why Join Us?
This is a great opportunity to join a respected law firm that values professionalism, teamwork, and client service. If you are passionate about estate planning and probate law and enjoy working in a collaborative legal environment, we encourage you to apply.