Estate Planning Paralegal Specialist
5 days ago
Pierro, Connor & Strauss, LLC is seeking a skilled Estate Planning Paralegal to join our team. This role requires drafting estate planning documents and interacting with clients.
Key Responsibilities- Drafting wills, trusts, powers of attorney, living wills, and healthcare directives under the guidance of an attorney
- Customizing documents based on individual client situations to ensure accuracy and clarity in all drafts
- Assisting attorneys in conducting initial client intake interviews to gather relevant personal, financial, and family information required for document drafting
- Cookordinating communication with clients, answering inquiries, and ensuring all necessary documents and information are collected in a timely manner
- Maintaining client confidentiality while managing sensitive financial and personal data
- Ensuring all executed documents are properly signed, notarized, and filed in accordance with state law
- Associate's degree in Paralegal Studies, Bachelor's degree, or equivalent experience in estate planning or related legal fields
- Certification as a paralegal from an accredited program (preferred)
- At least 3 years of experience drafting estate planning documents or in a similar paralegal role with a focus on wills, trusts, and related legal documents
- Proficiency in using legal software such as Clio, NetDocuments, Wealth Docx preferred
- Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines
- Excellent verbal and written communication skills to communicate directly with clients and colleagues
We provide trusted counsel for estate and trust planning, elder law, Medicaid planning, estate and trust administration, and litigation, guardianship, special needs planning, business planning, and tax planning.
The estimated salary for this role is $60,000 - $80,000 yearly.
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