Estate Planning Paralegal

Creative Planning; Cincinnati (OH); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Creative Planning seeks an Estate Planning Paralegal to provide administrative and substantive legal support to its attorneys. The role emphasizes accuracy, efficiency, and proactive research, with duties spanning document drafting, client coordination, and billing management.

The candidate will draft plans in HotDocs and may perform in-office signings with oversight. A paralegal credential or degree is preferred, with prior estate planning experience advantageous.

Qualifications

• Bachelor’s degree or Paralegal Certificate.
• Efficient, detail-oriented and accurate.

Responsibilities

• Take on duties from the attorney with focus on accuracy and efficiency.
• Provide administrative and substantive support to Creative Planning’s legal team.
• Draft full and substantive plans with documents knowledge as requested by attorney.
• Draft plans in HotDocs.
• May conduct in-office signings with supervision.
• Conduct legal research and synthesize answers to legal questions.
• Monitor statutory changes and relay updates to staff and attorneys.
• Communicate with clients, wealth managers, and financial planners about attorney notes, without practicing law.
• Manage billing reports and calendar.
• Work from home allowed after 90-day training.

Skills

Attention to detail

Research abilities

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

HotDocs

Job description

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.

The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Job Duties:

• Can perform all duties described in prior sections of Legal Administrative Assistant and Legal Assistant
• Self-directed practice management with Attorney oversight
• Drafts full and substantive plans with functional knowledge of documents to the extent requested by attorney
• Ability to draft plans in HotDocs
• May perform In-office signings with no supervision
• Ability to conduct legal research – take initiative on synthesizing answers to legal questions
• Is aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of law
• Has extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of law
• Manages billing reports and calendar
• Work from home is allowed after 90-day training period.

Required Experience/ Qualifications:

• Bachelor’s degree or Paralegal Certificate
• Efficient, detail-oriented and accurate

Preferred Experience/ Qualifications:

• 1 or more years of Paralegal Experience in Estate Planning

Technical Skills:

• Proficient in Microsoft Office and Adobe