Job is Expired
Location: Nationwide, Pacific Time
Compensation: To Be Discussed
Staff Reviewed: Thu, Jul 22, 2021
Job Summary
A virtual administrative company is searching for a person to fill their position for a Virtual Estate Planning Paralegal.
Core Responsibilities Include:
- Responding to client communications throughout the business day (Monday through Friday, 9am – 6pm Pacific Time)
- Providing long-term paralegal, administrative and marketing support
- Supporting attorneys with estate planning matters with trust-based planning and assisting with document preparation
Required Skills:
- Adept at practice management software, such as Clio or MyCase; Microsoft Office, including Word and Excel; and editing PDFs
- Experience in probate law, trust administration, guardianship or conservatorship cases
- Experience using programs like ForeTrust, WealthCounsel or HotDocs
- Ability to work independently with limited oversight
