Experienced Estate Planning Paralegal
4 days ago
*About Us & The Opportunity* Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Are you a detail-oriented legal professional with a passion for helping families protect their legacies? We are looking for an experienced *Estate Planning Paralegal* to join our thriving legal team in Overland Park. In this role, you won't just be drafting documents; you will be a vital partner to our attorneys and a guiding hand for our clients during pivotal moments in their lives. If you are looking for a firm that values precision, professional growth, and work-life balance, we want to meet you*What You Will Do (Your Mission): * You will be the engine behind our estate planning process, ensuring every client's goals are met with care and excellence. * *Craft the Blueprint:* Draft complex estate planning portfolios, including Revocable Living Trusts, Wills, Powers of Attorney, and Healthcare Directives using *Wealth Counsel*. * *Secure the Legacy:* Assist clients with trust funding, including preparing deeds and filing them efficiently via Simplifile. * *Be the Face of the Firm:* Serve as a primary point of contact for our clients. You'll handle intakes, answer questions, schedule signings, and conduct witness meetings with professionalism and empathy. * *Guide the Process:* Support probate filings and trust administration matters, helping navigate the legal landscape with ease. *Who You Are** *The Expert:* You have a minimum of *5 years of experience* specializing in Estate Planning and Probate. * *The Tech-Savvy Pro:* You are a master of *Wealth Counsel* software and have excellent proficiency with Microsoft Office systems. * *The Organizer:* You have impeccable attention to detail—names, dates, and nuances matter to you. You can juggle multiple client files without breaking a sweat. * *The Communicator:* You write and speak with clarity, professionalism, and warmth. * *The Professional:* A Paralegal certificate or associate's degree is preferred. A current Notary Public commission is a huge plus*Why You'll Love Working Here* We believe that a happy team leads to happy clients. We invest in your health, wealth, and happiness. *Financial Wellness** *Competitive Salary:* Plus a *Bonus Schedule* based on billing and production volume (let's discuss your potential). * *Retirement:* 401k with a generous *4% Employer Match* after one year. *Health & Balance** *Time to Recharge:* 12 days of Paid Time Off (PTO) per year, _plus_ regularly scheduled office closures to ensure you get a real break. * *Healthcare:* We pay *50% of the premium* for your Medical, Dental, and Vision coverage. * *Stay Active:* Enjoy free access to our *Onsite Gym* and locker rooms. xmcpwfu *Culture & Community** *We Celebrate You:* From our annual Holiday bash to our Mid-year sporting event, we love to celebrate our team's hard work and success together. Job Type: Full-time Pay: $50,000.00 - $70,000.00 per year Benefits: * 401(k)* 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid sick time * Paid time off * Vision insurance Work Location: In person
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Menlo Park, United States Integr8staff Full timeA legal staffing agency is seeking an experienced Trust and Estates Paralegal in Menlo Park, CA. The ideal candidate will possess an ABA-approved certification and 4-7 years of experience in trust and estates law. The role involves drafting legal documents, communicating with clients, and managing multiple projects in a fast-paced environment. Strong...
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