Estate Planning Paralegal
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Job Summary
To support a virtual estate planning process, the full-time Estate Planning Paralegal will facilitate secure online meetings, assist clients with onboarding into the NetLaw system, and draft and review estate planning documents remotely.
Key responsibilities
- Maintain a database of clients, financial advisors, and legal team while monitoring progress and providing updates
- Communicate with clients and financial advisors to ensure engagement and completion of required tasks
- Assist attorneys with document drafting, final document preparation, and client follow-up communications
Required qualifications
- 4+ years of experience in Estate Planning and drafting Estate Planning documents
- Prior experience with case and/or project management, including coordinating multiple calendars
- Proficiency in Microsoft Word, Excel, Outlook, and Zoom, with basic proficiency in new technology systems
- High level of organization and time management skills
- Commitment to customer service and confidentiality
Complete Job Description
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