Estate Planning Paralegal

Jobot; Berwyn (PA); Presencial; USD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K

PTO

Medical

Dental

Vision

Descripción de la vacante

Jobot is seeking an experienced Estate Planning Paralegal to work closely with attorneys in a boutique trust and estate firm. The role involves drafting and reviewing estate planning documents, coordinating with clients, and supporting probate matters in a collaborative environment.

Candidates should have 5+ years of estate planning experience, a law/paralegal degree (paralegal certification desirable), and proficiency with estate planning software and legal research tools.

Formación

• 5+ years of estate planning paralegal experience.
• Bachelor’s degree in law, paralegal studies, or related field; paralegal certification desirable.
• Proficiency with estate planning software and legal research tools.
• Strong knowledge of estate planning, probate laws, and trusts.
• Excellent written and verbal communication with clients and attorneys.

Responsabilidades

• Assist in preparing and reviewing estate planning documents.
• Provide transactional legal support, including drafting, reviewing, and filing documents.
• Manage client files and keep information up to date.
• Conduct legal research and prepare memorandums.
• Coordinate with clients, attorneys, and professionals to facilitate estate planning.
• Assist in administration of trusts and estates, including probate.

Conocimientos

Estate planning

Legal research

Drafting documents

Client communication

Attention to detail

Educación

Bachelor’s degree in law/paralegal

Paralegal certification

Herramientas

Estate planning software

Legal research tools

Descripción del empleo

Job Details

Great firm, working closely with partner!

Salary: $70,000 - $110,000 per year

A bit about us

Our client is an extremely well known and respected boutique trust and estate firm.

Why join us

• 401K
• PTO
• Medical
• Dental
• Vision

Responsibilities

• Assisting in the preparation and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
• Providing comprehensive transactional legal support, including drafting, reviewing, and filing legal documents.
• Managing and organizing client files and documents, ensuring all information is up-to-date and readily accessible.
• Conducting legal research and preparing legal memorandums as required.
• Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.
• Assisting in the administration of trusts and estates, including probate proceedings.

Qualifications

• A minimum of 5 years of experience as an Estate Planning Paralegal or a similar role in the legal industry.
• A bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is highly desirable.
• Proficiency in estate planning software and various legal research tools.
• Extensive knowledge and understanding of estate planning, probate laws, and trust administration.
• Exceptional transactional legal support skills, with a keen eye for detail and accuracy.
• Excellent written and verbal communication skills, with the ability to liaise effectively with clients, attorneys, and other stakeholders.

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