Client-Focused Estate Planning Paralegal — Draft Wills & Trusts

WizeHire, Inc; Warrendale (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

WizeHire, Inc. is seeking an Estate Planning Paralegal to draft wills, trusts, and powers of attorney, and to assist clients with funding trusts and retitling assets. You will have daily client interaction while supporting attorneys on varied legal matters.

The role offers the chance to apply past successes to guide clients and advance your career in a rewarding estate planning practice.

Qualifications

• Draft estate planning documents such as wills, trusts and powers of attorney.
• Assist clients with funding trusts and retitling assets.
• Daily client interaction while supporting attorneys on legal matters.

Responsibilities

• Prepare and customize wills, trusts, and powers of attorney for clients.
• Coordinate document funding, asset retitling, and beneficiary updates.
• Interact with clients daily to gather information and deliver updates.

Skills

Estate planning documents

Wills and trusts

Client communication

Job description

WizeHire, Inc. is seeking an Estate Planning Paralegal to draft wills, trusts, and powers of attorney, and to assist clients with funding trusts and retitling assets. You will have daily client interaction while supporting attorneys on varied legal matters.

The role offers the chance to apply past successes to guide clients and advance your career in a rewarding estate planning practice.