Estate Planning Paralegal

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Estate Planning Paralegal
The candidate will work in a team-centered environment to support in-house estate planning attorneys with fast-paced, document intensive projects. Will collaborate with clients and subject matter experts nationwide. Drafting estate planning documents and preparing reviews of existing estate plans. Preparing deeds, assignments, and other documents, as well as working with county recorders to ensure deeds are properly filed. Preparing and filing entity formation documents. Preparing estate planning binders for delivery as needed. Maintaining client files. Other duties as needed. Bachelor’s degree from an accredited institution required. Knowledge of foundational estate planning. Strong follow-up and follow-through skills. Excellent organization, time management, proofreading, and word processing skills are essential. Current ABA-approved paralegal certificate preferred. Experience with drafting estate planning documents is a plus. Knowledge of WealthDocs is a plus.

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