Estate Planning Specialist

3 weeks ago


Hackensack, New Jersey, United States The Rockridge Group Full time
Job Description

We are seeking a highly organized and detail-oriented Paralegal to join our team at The Rockridge Group. The ideal candidate will have a strong working knowledge of Microsoft Word and document assembly programs, as well as excellent written and verbal skills.

Responsibilities:
  • Prepare and draft estate planning documents, including deeds and beneficiary designation forms.
  • Assist with the preparation of client files and maintain accurate records.
  • Collaborate with attorneys and other team members to ensure seamless execution of estate planning tasks.
Requirements:
  • College degree and/or paralegal certificate and 2 to 3 years of experience preferred.
  • Strong working knowledge of Microsoft Word and document assembly programs a plus.
  • Excellent written and verbal communication skills.


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