Estate Planning Specialist

3 days ago


San Antonio, Texas, United States Yale Law Firm PC Full time

Job Summary: Yale Law Firm PC seeks a detail-oriented and organized Certified Paralegal to join our Estate Planning team. The ideal candidate will assist attorneys in managing case files, preparing legal documents, and providing exceptional client service. This role requires strong legal knowledge, excellent communication skills, and the ability to manage multiple tasks efficiently.

Compensation: $60,000 - $80,000 per year, depending on experience, plus benefits and bonuses.

Job Responsibilities:

  • Manage case files and maintain accurate records using legal case management software (Clio).
  • Assist in the preparation and drafting of legal documents, including pleadings, contracts, and estate planning documents.
  • Transcribe legal documents and correspondence with precision.
  • Perform data entry tasks to ensure all information is up-to-date and accessible.
  • Communicate effectively with clients, attorneys, and other stakeholders while maintaining professional phone etiquette.
  • Organize and schedule meetings, court dates, and deadlines for various cases.
  • Support attorneys during trials by preparing exhibits and other necessary materials.
  • E-file pleadings and e-record documents in county clerks' official records.
  • Communicate effectively with the court and court staff.
  • Create, manage, and report KPIs.

Requirements:

  • Proven experience as a Certified Paralegal or in a similar role within a law firm or legal department.
  • Strong knowledge of legal terminology and procedures related to Estate Planning and Probate.
  • Proficiency in legal drafting and document preparation, including proofreading.
  • Excellent organizational skills with the ability to manage multiple priorities effectively.
  • Strong attention to detail with a commitment to accuracy in all tasks performed.
  • Effective communication skills, both written and verbal; must exhibit professional phone etiquette.
  • Ability to work independently as well as collaboratively within a team environment.
  • Must be a Texas notary public or able to be commissioned as a Texas notary public.
  • Strong technical skills; must be experienced with Microsoft Office 365.
  • Record billable time in real-time and meet or exceed billable hours KPIs.

Benefits:

  • Paid Time Off (PTO)
  • Business and Professional Development Workshops and Training
  • Health Insurance
  • Direct Deposit
  • Free On-Site Parking (reserved parking space depending on availability)
  • Merit-based Bonuses for Individual or Firm-Wide Achievements
  • Flexible Work Arrangements with Options for Hybrid or Remote Schedules
  • Continuing Legal Education (CLE)
  • Attendance at legal conferences, seminars, and networking events
  • Team Building Activities
  • DocuBank Membership for 24/7 Emergency Access to Important Documents
  • Legal Assistance drafting Will, Power of Attorney, and Medical Power of Attorney for you and one family member (spouse or child)
  • Access to the latest legal research tools and software
  • On-Site Walking Trails and Private Pavilion
  • Opportunity for Advancement
  • Generous vacation, sick leave, and personal days
  • Periodic On-Site Food Trucks


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