Estate Planning Professional
3 days ago
We are seeking a detail-oriented and compassionate Paralegal to join our team at Build My Great Team. The ideal candidate will have experience in estate planning and possess strong interpersonal skills, ensuring excellent communication and organizational abilities.
This role is integral to our estate planning process, requiring the ability to engage clients with confidence and warmth. The successful candidate will take the lead in meeting with clients, conducting introductory consultations, and acting as a Notary.
The estimated salary for this position is $20-$30 per hour, based on experience. Our office offers a competitive salary, health insurance, 401(k) plan, bonus potential, paid time off, and paid holidays.
Key Responsibilities:
- Draft, review, and send Representation Letters.
- Lead introductory client meetings to explain office processes and next steps.
- Conduct signing meetings to notarize estate planning documents.
- Provide clear and compassionate communication with clients.
- Review estate planning documents to ensure accuracy and completeness.
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