About This Role
This paralegal role supports attorneys in preparing estate planning documents and providing client service. The position coordinates document preparation, maintains client files, and helps clients navigate the estate planning process under attorney supervision. It suits a detail-oriented individual with strong drafting and organizational skills who handles confidential information with discretion and communicates with warmth and professionalism.
Responsibilities
- Assist attorneys with preparing wills, trusts, powers of attorney, advance health care directives, and related estate planning documents
- Prepare deeds, asset schedules, beneficiary designation correspondence, and trust funding materials under attorney direction
- Gather and organize client information, including family details, assets, existing estate planning documents, and planning objectives
- Review draft documents for accuracy, completeness, consistency, and alignment with attorney instructions
- Coordinate client consultations, document reviews, and signing appointments
- Assist with document execution, including arranging witnesses and notary services according to firm procedures and attorney instructions
- Track outstanding information, document revisions, deadlines, and follow-up tasks
- Support trust funding by preparing correspondence and coordinating with clients, financial institutions, and other advisers as authorized
- Maintain accurate physical and electronic client files in the firm
- Communicate with clients about document requests, scheduling, and administrative next steps; refer legal questions to attorneys
- Conduct research and obtain property records or other supporting documents as directed
- Record billable time accurately and assist with billing documentation as required
- Maintain confidentiality and follow firm policies and applicable professional standards
Requirements
- At least two years of paralegal experience, preferably in estate planning
- Paralegal certificate, associate degree, bachelor
- Familiarity with wills, revocable trusts, powers of attorney, health care directives, and trust funding
- Strong document drafting, proofreading, and organizational skills
- Ability to manage multiple matters, prioritize assignments, and meet deadlines
- Excellent verbal and written communication skills
- Compassion and professionalism when working with clients on sensitive family and financial matters
- Proficiency with Microsoft Office, particularly Word; experience with estate planning drafting software and case management systems preferred
- Ability to work independently within assigned responsibilities and collaboratively under attorney supervision