Estate Planning Specialist

3 weeks ago


Las Vegas, Nevada, United States Silver State Family Office Services Full time

We are a boutique law firm representing families and individuals with a focus on estate planning, trustee services, and related matters.

**Our Company Overview**: We offer a great team environment, top salary with quarterly bonuses, and superior benefits.

Job Description:

  • As an Estate Planning Specialist, you will perform data entry, prepare correspondence, and generate reports to maintain accounts records, respond to client inquiries, and assist attorneys.
  • You will coordinate client property holdings, create organizational charts, and perform administrative support duties.
  • Your responsibilities include assisting with litigation and corporate research, trial preparation, and document creation.
  • Organize and maintain client files, pleadings, and records.

Required Skills and Qualifications:

  • Experience in a blended paralegal/legal assistant role in a small law firm, trust company, or corporate legal/accounting department.
  • Bachelors or Associates degree (or relevant experience in lieu of degree).
  • Paralegal Certificate from an ABA-Approved program (preferred).
  • Understanding of basic accounting principles, bookkeeping, trusts, and estates.
  • Working knowledge of legal terminology and office procedures.
  • Exceptional attention to detail and organizational skills.
  • Proficiency in MS Office and QuickBooks.

Estimated Salary: $60,000 - $80,000 per year, depending on qualifications and experience.



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