Estate Planning Paralegal
Job Summary
To support a virtual estate planning process, the full-time Estate Planning Paralegal will manage secure online meetings, assist clients with onboarding into the NetLaw system, and draft and review estate planning documents.
Key responsibilities
- Maintain a database of clients and legal teams, monitoring progress and providing updates
- Communicate with clients and financial advisors to ensure engagement and task completion
- Provide technical guidance on the NetLaw system and coordinate virtual meeting calendars
Required qualifications
- 4+ years of experience in Estate Planning and drafting estate planning documents
- Prior experience with case and/or project management
- Proficiency in Microsoft Word, Excel, Outlook, and Zoom
- High level of organization and time management skills
- Commitment to customer service and confidentiality
Complete Job Description
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