Overview
We are seeking a highly organized and detail-oriented Estate Planning Paralegal to join our dynamic legal team. This vital role offers the opportunity to work closely with attorneys and clients on complex estate planning, probate and administration matters, ensuring accurate document preparation, thorough research, and efficient case management.
The ideal candidate will possess exceptional organizational skills, and a passion for delivering top-tier client service. Join us to contribute to meaningful estate planning solutions that help clients secure their future and protect their loved ones.
Responsibilities
- Assist attorneys in drafting, reviewing, and managing estate planning and Surrogate's Court documents such as wills, trusts, powers of attorney, advance directives. and petitions for letters testamentary and administration.
- Manage case files using document management systems to ensure all materials are organized, up-to-date, and easily accessible.
- Coordinate client interviews and gather necessary information through effective interviewing techniques to facilitate accuracy.
- Support procedural law compliance by preparing filings, managing deadlines, and maintaining meticulous records for court submissions.
- Handle confidential client information with integrity.
- Collaborate with team members on project management tasks to ensure timely delivery of estate planning services while maintaining high-quality standards.
- Assist with document review, drafting legal correspondence, and supporting litigation or probate proceedings as needed.
- Provide excellent client communication via phone or email, ensuring clarity and professionalism at all times.
Skills.
- Excellent organizational skills with the ability to manage multiple cases simultaneously while adhering to strict deadlines.
- Exceptional written communication skills for drafting legal documents and correspondence with clients or courts.
- Skilled in using Microsoft Office Suite (Word, Excel, Outlook) for daily tasks; familiarity with PCLaw is a plus.
- Effective interviewing techniques to gather detailed client information efficiently.
- Ability to handle confidential information discreetly while maintaining professionalism at all times.
- Strong attention to detail combined with analytical thinking necessary for complex legal research and document review.
- Experience providing executive administrative support within a busy legal practice environment is advantageous.
Join our team if you’re eager to develop your paralegal expertise in estate planning while supporting clients through meaningful legal solutions! We’re committed to fostering a collaborative environment that values your growth and dedication as we work together toward excellence in legal service delivery.
Pay: From $20.00 per hour
Work Location: In person
