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Estate Planning Paralegal
2 months ago
Boutique law firm focusing on Estate Planning, Estate Administration, Life Care Planning, Tax, and Elder Law is seeking a full-time, highly motivated, Estate Planning Paralegal. We are looking for someone with strong analytical skills, a strong eye for detail, and a passion for client service. Our firm offers a competitive salary, excellent benefits, and a welcoming work environment.
Duties Include:
- Preparing Estate Planning Documents
- Preparing and recording Deeds
- Resolving Trust Funding Issues
- Serve as a notary and acting witness
- Corresponding with clients, financial institutions, and long-term care facilities to obtain records.
- Preparing correspondence, case information, and other administrative tasks as requested by Attorneys and Office Manager
Qualifications:
* Highly organized and detail-oriented
* Proficient in Microsoft Office Suite
* Strong written and verbal communication skills
* Ability to work independently and as a team member
* Must be willing to work 8:30am to 5pm, Mon-Fri
* Must have personal goals and desire to improve and grow
* Desire to truly help and serve our clients
