Estate Planning Paralegal Specialist
4 days ago
Firm providing legal services in the areas of charitable planning, tax, estate, and more. We are seeking a highly skilled and experienced paralegal to join our team as an Estate Planning Paralegal. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under pressure.
Responsibilities- Assist in all aspects of estate planning, including the drafting and execution of wills, trusts, and other estate planning documents.
- Utilize wealthdocs software to manage and maintain accurate records of all estate planning documents.
- Conduct comprehensive legal research and analysis on various estate planning matters.
- Collaborate with attorneys and other paralegals to ensure all estate planning documents are accurate and comply with state and federal laws.
- Provide exceptional client service by answering queries, providing updates, and explaining complex legal matters in a clear, understandable manner.
- A minimum of 3+ years of experience as a paralegal, preferably in estate planning.
- Proficiency in drafting legal documents and utilizing wealthdocs software.
- Strong knowledge of estate planning laws and regulations.
- Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear, understandable manner.
- Exceptional organizational skills and attention to detail.
- Ability to work well under pressure and meet tight deadlines.
- A deep understanding of the medical industry and the unique estate planning needs of clients in this field.
- A degree in law, paralegal studies, or a related field is preferred.
- Certification from an ABA-approved paralegal certification
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