Estate Planning Specialist

2 weeks ago


Dallas, Texas, United States Imprimis Group Full time
Job Opportunity

We are seeking a detail-oriented and experienced Paralegal to join our team at Imprimis Group. The ideal candidate will have a strong background in estate planning and be proficient in drafting and revising legal documents.

Key Responsibilities
  • Draft and revise estate planning documents, including powers of attorney, wills, and trusts.
  • Assist attorneys in preparing and organizing legal documentation for estate planning cases.
  • Maintain and update case files, ensuring all information is accurate and up-to-date.
  • Conduct research related to estate planning laws and regulations as needed.
  • Coordinate communication between attorneys, clients, and third parties.
  • Prepare reports, summaries, and presentations using Visio and other legal software.
  • Ensure timely execution of tasks and maintain efficiency in workflow management.
Requirements
  • Proven experience as a Paralegal, specifically in estate planning.
  • Proficient in legal document drafting and revising, particularly estate planning documents.
  • Strong attention to detail, excellent typing, and organizational skills.
  • Familiarity with legal software; experience with Visio is a plus.
  • Exceptional work ethic, demonstrating a focused and efficient approach to tasks.
  • High level of integrity, honesty, and professionalism in handling sensitive legal matters.
Additional Information
  • This is a full-time, contract-to-hire position with standard office hours from 8:30 AM to 5:30 PM.

Imprimis Group is a full-service professional staffing firm that cultivates deep knowledge of our client partners and candidates. We provide flexible and permanent staffing solutions to hiring organizations, as well as career management and placement assistance to job seekers.



  • Dallas, Texas, United States The Law Office of Bryan Fagan Full time

    About the CompanyThe Law Office of Bryan Fagan is a dynamic and supportive work environment that values its leaders and strives to provide a perfect work-life balance. Our team-based approach means you'll have the opportunity to focus on managing client cases and providing expert strategies, rather than generating new leads or searching for new...


  • Dallas, Texas, United States Imprimis Group Full time

    Job Summary:We are seeking a detail-oriented and experienced Paralegal to support our attorneys in estate planning cases. The ideal candidate will have a strong background in revising and drafting estate planning documents, including powers of attorney, wills, and trusts.The successful candidate will assist attorneys in preparing and organizing legal...


  • Dallas, Texas, United States Imprimis Group Full time

    Job OpportunityWe are seeking a skilled and detail-oriented Paralegal to join our team at Imprimis Group. As a Paralegal, you will play a crucial role in supporting attorneys with estate planning cases, drafting legal documents, and ensuring tasks are completed accurately and on time.Key ResponsibilitiesDraft, revise, and proofread estate planning documents,...


  • Dallas, Texas, United States Imprimis Group Full time

    Job OpportunityWe are seeking a skilled and detail-oriented Paralegal to join our team at Imprimis Group. As a Paralegal, you will play a crucial role in supporting attorneys with estate planning cases, drafting legal documents, and ensuring tasks are completed accurately and on time.Key ResponsibilitiesDraft, revise, and proofread estate planning documents,...


  • Dallas, Texas, United States Imprimis Group Full time

    Job OpportunityWe are seeking a skilled and detail-oriented Paralegal to join our team at Imprimis Group. As a Paralegal, you will play a crucial role in supporting attorneys with estate planning cases, drafting legal documents, and ensuring tasks are completed accurately and on time.Key ResponsibilitiesDraft, revise, and proofread estate planning documents,...


  • Dallas, Texas, United States The Law Office of Bryan Fagan Full time

    About the Company:The Law Office of Bryan Fagan is a dynamic and supportive work environment where professionals thrive. We prioritize work-life balance, allowing you to focus on managing client cases and providing expert strategies. Our team-based approach means you won't be generating new leads or searching for business, but rather, you'll be able to...


  • Dallas, Texas, United States Burch Law PLLC Full time

    About the RoleWe are seeking an experienced Estate Planning, Probate, and Business Law Attorney to join our dynamic and growing firm in the DFW Area.This associate will be responsible for all aspects of clients' cases, including conducting initial consultations, devising strategies, and managing probate cases and hearings.The ideal candidate will have 3+...


  • Dallas, Texas, United States The Law Office of Bryan Fagan Full time

    About the CompanyThe Law Office of Bryan Fagan is a dynamic and supportive work environment that values its leaders and strives to provide a perfect work-life balance. Our team-based approach means you'll focus on managing client cases and providing expert strategies, rather than generating new leads or searching for business.About the RoleThis Attorney...


  • Dallas, Texas, United States TopShelf Talent Group Full time

    Trust and Estate Planning AdministratorTopShelf Talent Group is seeking a highly skilled Trust and Estate Planning Administrator to join our team. As a key member of our team, you will be responsible for assisting in the development, implementation, and administration of trust and estate matters.The ideal candidate will have a strong background in trust and...


  • Dallas, Texas, United States TopShelf Talent Group Full time

    Trust and Estate Planning AdministratorTopShelf Talent Group is seeking a highly skilled Trust and Estate Planning Administrator to join our team. As a key member of our team, you will be responsible for assisting in the development, implementation, and administration of trust and estate matters.Key Responsibilities:Manage trust investments and prepare...


  • Dallas, Texas, United States Talently Recruiting Full time

    Financial Planning Opportunity **About the Role** Talently Recruiting is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will provide comprehensive financial planning services to high and ultra-high-net-worth clientele. Your expertise will guide individuals and families on strategic asset...


  • Dallas, Texas, United States Chad Smith Real Estate Solutions Team Full time

    {"h1": "Unlock Your Potential in Residential Real Estate", "p": "At Chad Smith Real Estate Solutions Team, we're dedicated to empowering our agents to achieve their goals and succeed in the dynamic world of residential real estate. Our proven training program, which includes a comprehensive course in Circle, equips you with the skills and knowledge needed to...


  • Dallas, Texas, United States Crow Holdings Full time

    Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry.Job SummaryThe Vice President, Estate Planning and Trust Administration will play a critical...


  • Dallas, Texas, United States Crow Holdings Full time

    About Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. Headquartered in Dallas, Texas, the company has established a strong presence across the United States with 20 offices nationwide. With a diverse portfolio of investments, Crow Holdings has solidified its position as a major...


  • Dallas, Texas, United States Home Offer Solutions Full time

    Job Title: Real Estate Acquisitions SpecialistJob Description: We are seeking a highly skilled Real Estate Acquisitions Specialist to join our team at Home Offer Solutions. As a key member of our business, you will be responsible for negotiating offers and closing deals on a daily basis.Responsibilities:* Mentorship is available to ensure your success in...


  • Dallas, Texas, United States Crow Holdings Full time

    About Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry. With $30 billion in assets under management, Crow Holdings boasts one of the largest...


  • Dallas, Texas, United States Bellinger & Suberg, LLP Full time

    Job OpportunityWe are seeking a highly skilled and experienced Real Estate Closing Specialist to join our team at Bellinger & Suberg, LLP. As a key member of our team, you will be responsible for managing real estate closings from start to finish, ensuring seamless transactions and exceptional client satisfaction.Key Responsibilities:File Management: Open...


  • Dallas, Texas, United States Hughes Marino Full time

    About UsHughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project...


  • Dallas, Texas, United States RefineRE Full time

    About RefineRERefineRE is a leading data, analytics, and benchmarking platform for corporate occupiers worldwide. Our mission is to empower companies to make informed, data-driven decisions about their real estate investments.About the RoleWe are seeking an experienced Commercial Real Estate Solutions Specialist to join our team. As a key member of our sales...


  • Dallas, Texas, United States Welltower Full time

    About WelltowerWelltower, a leading real estate investment trust (REIT), is driving the transformation of healthcare infrastructure. The company invests with top-rated seniors housing operators, post-acute providers, and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and...