Estate Planning Drafting Paralegal
Location: 9859 South 168th Ave. Omaha, NE 68136 | Schedule: Full-Time, On-Site
We are seeking an experienced and detail-oriented Estate Planning Drafting Paralegal to join our drafting team and ensure the accurate production of estate planning and business entity documents. This role includes hands-on drafting and future team leadership, working alongside the drafting team to maintain quality, efficiency, and consistency in all documents produced.
Key Responsibilities
- Support current drafting team members
- Draft estate planning documents directly, including trusts, wills, POAs, amendments, and other planning instruments
- Manage workflow and quality control for all drafting projects
- Prepare and oversee drafting of LLC and business formation documents
- Coordinate client signings, ensuring all documents are complete and ready for execution
- Oversee CRM matter setup, intake accuracy, and document organization
- Review and implement revisions based on attorney or client feedback
- Communicate with clients professionally and assist with questions as needed
- Maintain organized digital and physical client files
- Enforce drafting standards, processes, and best practices
Qualifications
- Paralegal certification preferred
- 3–5+ years of estate planning drafting experience
- Wealth Counsel experience preferred
- Strong understanding of trusts, wills, POAs, and related planning instruments
- At least one plus years of management, supervisory, team lead, or senior drafting experience
- Excellent communication and organizational skills
- Ability to manage multiple deadlines in a fast-paced environment
- Experience with Actionstep or similar CRMs is a plus
Preferred Attributes:
- Client-focused with a strong sense of professionalism and confidentiality.
- Able to manage multiple projects and deadlines with minimal supervision.
- Analytical thinker with strong problem-solving skills.
- Comfortable working in a team-oriented environment with high accountability.
Why Join LDS?
- Grow your career at the intersection of law, client service, and business development.
- Make a meaningful impact on families, business owners, and the community.
- Work alongside a supportive, growth-focused team of professionals.
- Access ongoing training and development to expand both legal expertise and business development skills.
- Play a direct role in shaping the growth and success of a leading estate planning firm.
What We Offer:
- Competitive salary plus bonus opportunities (subject to experience)
- 401(k) with immediate vesting and employer match.
- Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).
- Paid time off (PTO) and firm holidays.
- Professional expense reimbursement (bar dues, CLE, and related travel) as applicable.
- Collaborative, supportive office environment focused on excellence and growth.
How to Apply: Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references available upon request.
Compensation: Salary range is $25.00 to $28.00 (based on experience level)
