Estate Planning Paralegal

Creative Planning; Cincinnati (OH); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Creative Planning seeks an Estate Planning Paralegal to support attorneys with accuracy and efficiency. The role includes drafting plans, performing legal research, and managing client communications and billing schedules.

The paralegal will handle document preparation, potential in-office signings with supervision, and learn HotDocs workflows, with remote work allowed after a 90-day training period. A Bachelor’s or Paralegal Certificate is required.

Qualifications

• Bachelor’s degree or Paralegal Certificate is required.
• Efficient, detail-oriented and accurate work style.
• Experience in estate planning preferred.

Responsibilities

• Support attorneys by handling duties with accuracy and efficiency.
• Draft full and substantive estate planning plans as requested.
• Conduct legal research and synthesize findings for attorneys.
• Manage client communications and coordinate with wealth managers.
• Oversee billing reports and calendar scheduling.
• Assist with in-office signings under supervision.
• Learn HotDocs workflows and document preparation.

Skills

Detail-oriented

Efficient

Accurate

Legal research

Client communication

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

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