Are you a Magician? Are you the kind of person who can keep ten plates spinning without dropping one? Do you love taking complicated information, organizing it into a clear plan, and making sure nothing falls through the cracks? Can you juggle client relationships, legal documents, financial information, deadlines, and moving priorities—all while keeping a smile on your face? If you're nodding your head, keep reading.
Estate Planning Law Center is looking for an Estate Planning Paralegal who thrives at the intersection of people, process, and precision. This isn't a role where you'll sit in the back office pushing paper all day. You'll be a critical part of helping families protect everything they've worked their entire lives to build.
One minute you may be reviewing a client's real estate holdings, investment accounts, and beneficiary designations. The next, you'll be coordinating with attorneys, financial advisors, and clients to ensure their estate plan is implemented correctly and every asset is accounted for. No two days are exactly alike—and that's exactly how you like it.
We're looking for someone who takes their role and owns it! Someone who enjoys solving puzzles, spotting details others miss, and bringing order to complexity. Someone who gets satisfaction from turning a stack of statements, deeds, account records, and legal documents into a well-organized plan that protects a family's future.
The ideal candidate is equal parts detective, project manager, client advocate, and problem solver. You don't get overwhelmed by moving pieces—you use proven systems and innovate those of your own to manage them. You aren't intimidated by financial information—you enjoy understanding how assets fit together. And you understand that behind every trust, deed, and account statement is a family counting on us to get it right.
If you're looking for meaningful work, a fast-paced environment, and a team that is passionate about helping families preserve their legacy, this may be exactly the opportunity you've been searching for.
Position Summary
The Estate Planning Paralegal plays a critical role in supporting attorneys and clients throughout the estate planning process. This position is responsible for gathering and analyzing client financial and asset information, preparing estate planning documents, coordinating client matters, and ensuring plans are properly implemented and maintained.
The ideal candidate possesses a strong understanding of financial accounts, real estate ownership, business interests, beneficiary designations, trust funding, and asset management concepts. This individual serves as a key liaison between clients, attorneys, financial advisors, accountants, and other professionals to ensure estate plans accurately reflect each client's assets, goals, and intentions.
Success in this role requires exceptional attention to detail, strong organizational skills, the ability to analyze complex financial information, and a commitment to delivering an outstanding client experience.
Duties and Responsibilities
Asset & Financial Analysis
- Analyze client asset inventories, account statements, deeds, business interests, retirement accounts, life insurance policies, and investment accounts.
- Review asset ownership and titling to identify trust funding needs and implementation requirements.
- Verify beneficiary designations and ownership structures for consistency with estate planning objectives.
- Assist with trust funding recommendations and implementation coordination.
- Identify missing information, ownership discrepancies, or potential planning concerns for attorney review.
- Work closely with clients, financial advisors, accountants, insurance professionals, and financial institutions to obtain and verify asset information.
Trust Funding & Estate/Trust Administration
- Coordinate trust funding activities, including real estate transfers, account retitling, beneficiary updates, and asset assignments.
- Prepare and process deeds and support transfer documentation.
- Track funding status and ensure implementation tasks are completed timely and accurately.
- Follow up with financial institutions and third parties regarding outstanding funding matters.
- Maintain detailed records of completed and outstanding funding activities.
- Coordinate and assist with trust and estate administration matters, including asset collection, beneficiary communications, account transfers, and preparation of supporting documentation.
- Review and organize financial account information, real estate holdings, business interests, and other assets to ensure proper administration and transfer in accordance with trust provisions and estate planning objectives.
- Serve as a liaison between clients, trustees, beneficiaries, financial institutions, accountants, and attorneys to facilitate the timely and accurate administration of trusts and estates.
Client Service & Matter Management
- Serve as a primary point of contact for clients throughout the trust funding or administration process. You own the department!
- Communicate professionally and effectively regarding process updates, outstanding items, and next steps.
- Maintain a high level of responsiveness and client satisfaction by responding to client requests within 24-48 hours and ensuring correspondence is sent in a timely manner.
- Ensure all matters move efficiently through established workflows and deadlines.
- Participate in team meetings, training sessions, operational calls, and other events and training as required.
- Project identification strategy, management, and completion for department needs
- Support additional projects, initiatives, and responsibilities as assigned to ensure smooth firm operations and exceptional client service delivery.
- Client event planning assistance
Qualifications
Education & Experience
· Associates or Bachelors Degree in Paralegal Studies preferred but not required.
· 2+ Years with law firm experiencepreferred but not required.
· Experience reviewing financial statements, investment accounts, ownership structures, and asset documentation strongly preferred.
· Notary Public License preferred but not required.
Skills/Knowledge & Ability:
· Above average administrative, clerical, and/or technical skills, and the ability to operate necessary office equipment and software:
- Computer, Telephone, Fax, Scanner, Copier, Postage Meter
- Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)
- ActionStep
· Strong analytical and problem-solving skills.
- Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all tasks at hand such as: Documenting information, Word processing (dictation, correspondence, memos, etc.), Data entry and verification, Managing files, Project management, Designing forms, training and/or marketing materials, and Drafting legal documents.
· Skilled at formatting and communicating effectively in writing as appropriate for the needs of the audience.
· Ability to understand written words, sentences and paragraphs in work related documents.
· Highly developed time management, organizational and prioritization/planning skills with the ability to multitask with clarity; facilitating several projects at the same time with the ability to monitor and assess one’s own self.
- Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources.
- Knowledgeable and able to evaluate information to determine compliance with standards.
· Professional level communication, interpersonal and relationship building skills. Able to listen (give full attention to what other people are saying), be empathetic and influence other people in written or verbal forms. Creatively presenting and disseminating information and concepts in an effective manner.
· Remain current with ever changing technology.
· Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.
Pay: $27.00 - $32.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
