Estate Planning Paralegal

Goosmann Rose Colvard & Cramer, P.A.; Asheville (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Job summary

Goosmann Rose Colvard & Cramer, P.A. is seeking an Estate Planning Paralegal to support our estate planning attorney and help grow this practice area.

Responsibilities include drafting estate planning documents, client intake, scheduling, and document execution, while maintaining organized files and meeting deadlines. Strong organizational and communication skills and proficiency with Microsoft Office are required.

Qualifications

• Draft and manage estate planning documents including wills, trusts, POAs, and healthcare directives.
• Support estate planning attorney with client intake, scheduling, and document execution.
• Maintain organized client files and track deadlines.
• Prepare asset summaries and trust funding documents.
• Communicate with clients and third parties professionally and promptly.

Responsibilities

• Draft and manage estate planning documents: wills, trusts, POAs, healthcare directives.
• Support estate planning attorney with client intake, scheduling, and document execution.
• Maintain organized client files and track deadlines.
• Prepare asset summaries and trust funding documents.
• Communicate with clients and third parties professionally and promptly.

Skills

Estate planning

Document drafting

Client intake

Scheduling

Deadline tracking

Communication

Microsoft Office

Education

Paralegal certification

Tools

Legal document software

Job description

We’re a boutique law firm with a strong focus on real estate transactions, estate planning, and bankruptcy. We’re seeking an Estate Planning Paralegalto support our estate planning attorney and help grow this part of our practice.

• Draft and manage estate planning documents: wills, trusts, POAs, healthcare directives
• Support estate planning attorney with client intake, scheduling, and document execution
• Maintain organized client files and track deadlines
• Prepare asset summaries and trust funding documents
• Communicate with clients and third parties professionally and promptly
• Strong organizational and communication skills
• Proficiency with Microsoft Office and legal document software

What We Offer:

• Competitive salary & benefits (health, 401(k), PTO)
• Friendly, collaborative team environment
• Opportunity to grow with a developing practice area