Estate Planning Administrative Paralegal

Creative Planning; Phoenix (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

Creative Planning seeks an Administrative Paralegal to support the Estate Planning Attorneys and Paralegals. The role focuses on administrative tasks and substantive legal support in the estate planning practice.

You will handle client document mailings, coordinate in-office signing, review signed paperwork, and prepare attorney correspondence. As a notary (or willing to become one) and with a keen eye for detail, you will contribute to accurate processing of client documents and efficient

Qualifications

• Arizona notary (or willing to become one).
• Efficient, detail-oriented, and accurate.

Responsibilities

• Prepares mailings to clients of documents to be signed.
• Coordinate in-office execution of documents with clients.
• Reviews and processes incoming signed documents from clients.
• Prepares attorney and transmittal correspondence.
• All other duties as assigned.

Skills

Notary

Detail-oriented

Efficient

Job description

Creative Planning seeks an Administrative Paralegal to support the Estate Planning Attorneys and Paralegals. The role focuses on administrative tasks and substantive legal support in the estate planning practice.

You will handle client document mailings, coordinate in-office signing, review signed paperwork, and prepare attorney correspondence. As a notary (or willing to become one) and with a keen eye for detail, you will contribute to accurate processing of client documents and efficient