Estate Planning Legal Assistant
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Paralegal / Legal Assistant – Estate Planning Support
Location: Oklahoma City, OK
Work Type: On-site,Full-time
Compensation: $60,000–$70,000 USD annually, depending on experience
About the Opportunity
Fuse3 Solutions is recruiting a Paralegal / Legal Assistant to support two experienced estate planning attorneys at an Oklahoma City law firm. This position offers close collaboration with attorneys and direct interaction with high-net-worth clients in a professional, detail-focused environment.
The team is seeking someone who takes pride in accurate work, enjoys building client relationships, and is eager to learn. If you bring strong legal document preparation skills and a polished, personable approach, this is an opportunity to apply those strengths while developing your estate planning knowledge. Prior estate planning experience is preferred.
Responsibilities
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Prepare and revise wills, trusts, powers of attorney, and related documents under attorney supervision.
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Proofread documents for accuracy, consistency, formatting, and completeness.
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Assemble signature-ready files and maintain organized electronic records, archives, and templates.
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Coordinate client intake, gather financial information, and assist with document signings.
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Manage attorney calendars, schedule meetings, and handle client calls professionally.
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Prepare court filings and electronic submissions for local probate courts.
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Assist with time entry and other administrative responsibilities.
Qualifications
- Experience as a legal secretary, legal assistant, or paralegal, with substantial responsibility for document preparation and revision.
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Advanced Microsoft Word skills, including the ability to format, edit, and troubleshoot detailed legal documents.
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Strong proofreading skills and the ability to catch errors in names, dates, language, and formatting.
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Experience organizing legal files and working with document management systems.
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Professional communication skills and a personable approach to working with clients.
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Strong organization, sound judgment, and the ability to manage competing deadlines while protecting confidential information.
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Familiarity with Microsoft Excel and general office software.
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Estate planning or probate experience is preferred.
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A bachelor’s degree in business, law, or a related field is preferred but not required.
Compensation
- Annual salary of $60,000–$70,000 USD, depending on experience.
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