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Lead Estate Planning Paralegal

2 months ago


Minneapolis, Minnesota, United States Stone Arch Law Office Full time
Job Overview

Stone Arch Law Office, PLLC is a dynamic estate planning firm situated in Southwest Minneapolis. We are in search of a dedicated and skilled probate and estate planning paralegal to oversee and direct the Legal Support Team while also executing advanced paralegal responsibilities.

The role of Paralegal Supervisor encompasses the preparation of comprehensive wills and trusts, along with managing probate filings, guardianships, and contested cases. This position requires considerable client interaction, necessitating a candidate with a positive outlook, exceptional communication abilities, and a professional demeanor. A crucial aspect of this role involves exercising independent judgment and discretion, with the authority to make decisions impacting the legal operations of the team.

We foster a close-knit (yet expanding) team atmosphere and provide a family-friendly office environment, complemented by a competitive salary and benefits package. Compensation will be based on experience, with a salary range of $70,000 - $95,000, in addition to bonuses and benefits. Candidates are encouraged to submit their resumes via WizeHire, highlighting relevant experience, particularly in estate planning, for consideration.

Compensation:

$70,000 - $95,000 annually

Key Responsibilities:

Paralegal Duties - 70%

  • Draft comprehensive wills and trusts utilizing templates, including customized language
  • Manage filings for probate, guardianships, and contested matters
  • Deliver exceptional customer service, including answering calls, welcoming clients, and addressing client inquiries when appropriate

Supervisory Duties - 30%

  • Oversee the Legal Support Team by assigning tasks, prioritizing projects, and assisting with conflict resolution as necessary
  • Manage team workload and provide support to staff when needed
  • Advise on personnel matters, including hiring, terminations, salaries, promotions, and annual evaluations related to the Legal Support Team
  • Offer ongoing training and mentorship to the Legal Support Team
  • Develop strategies and plans to achieve team objectives
Qualifications:

Experience and Education:

  • At least five (5) years of experience in drafting estate planning documents
  • A minimum of three (3) years of supervisory experience, preferably within a law firm
  • Bachelor's degree in finance, management, legal administration, or a related field
  • Paralegal certification

Skills:

  • Proven experience and capability to effectively lead and supervise others
  • Proficiency in database or case management software and common office technology, with the ability to learn new systems
  • Exceptional attention to detail
  • Outstanding customer service skills
  • Ability to follow instructions and adhere to firm policies
  • Capacity to manage complex issues requiring independent judgment and discretion
  • Excellent analytical, organizational, and planning skills
  • Availability to work in the office Monday through Friday
About Us

Stone Arch Law Office is an estate planning firm located in Southwest Minneapolis. We specialize in creating wills and trusts for families, ensuring that their loved ones are cared for in a straightforward manner that alleviates client concerns. Our commitment lies in assisting clients in achieving their goals while delivering an exceptional client experience.