West Coast Estate Planning Paralegal

Job Summary

To support a growing virtual estate planning practice, the full-time West Coast Estate Planning Paralegal will manage client databases, facilitate online meetings, and assist in drafting and reviewing estate planning documents while working remotely.

Key responsibilities

• Maintain and update the database of clients, financial advisors, and the legal team while monitoring progress and logging activities
• Communicate with clients and financial advisors to ensure task completion and coordinate virtual meeting schedules
• Provide technical guidance on the NetLaw system and assist attorneys with 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 the ability to learn new technology systems
• High level of organization, time management, and attention to detail
• Commitment to customer service and confidentiality