Virtual Estate Planning Paralegal

Job Summary

A company is looking for a Virtual Estate Planning Paralegal to support attorneys in estate planning matters.

Key Responsibilities:

• Draft estate planning documents, including wills and trusts
• Organize and manage client asset information and prepare client deliverables
• Coordinate with stakeholders and maintain case files using cloud-based legal software

Required Qualifications:

• Bachelor's degree
• Minimum 3 years of recent paralegal experience focused on estate planning
• Familiarity with estate planning drafting software such as WealthCounsel or HotDocs
• Experience with high-net-worth clients or complex estate structures is a plus
• Availability to respond to client requests within one hour during standard business hours