Estate Planning Paralegal

Trust Counsel PL; Coral Gables (FL); On-site; USD 65,000 - 80,000; Full time

Job summary

A dynamic law firm in Coral Gables, FL is seeking an enthusiastic Estate Planning Paralegal. This full-time position focuses on client interaction rather than just drafting documents. Responsibilities include managing client meetings, serving as a liaison between clients and attorneys, and running funding meetings. The ideal candidate should have at least 5 years of experience in estate planning and be proficient in Clio and Microsoft applications. The role offers a competitive salary ranging from $65,000 to $80,000 per year.

Qualifications

• At least 5 years of experience in estate planning paralegal work.
• Demonstrated competence in working with multiple databases.
• A responsible attitude and an appropriate demeanor.

Responsibilities

• Attend and host the initial in-take meetings with clients.
• Act as liaison between attorney and client.
• Run the Funding Meeting - Assist clients in titling and naming of assets.

Skills

Exceptional Communication Skills

Client-facing interaction

Database Management

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Adobe applications

Tools

Clio

Monday.com

Wealth Counsel

Job description

This is a full-time, in-office position. Office is in Coral Gables, FL. Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you an uber-friendly, sharp, presentable, and confident Paralegal with Estate Planning Experience? Are you Hungry, Scrappy, Smart, Anti-Fragile, and Take Ownership to get things done? Look no further! At our Trusts & Estates Law Firm, we are passionate about helping clients preserve and protect their legacy and we are seeking an enthusiastic and dedicated Estate Planning Paralegal who shares our mission and values to join our growing team. This is NOT your usual paralegal position where you are bogged down all day drafting documents. This position is a hybrid of paralegal and client services and is extremely client-facing. If you enjoy talking to clients and their other advisors more than you enjoy drafting legal documents, this is the job for you! This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation. This is a long-term position with room for growth as we always look to promote from within first. Responsibilities: • Attend and host the initial in-take meetings with clients • Exceptional Communication Skills as you will be talking with clients all day • Act as liaison between attorney and client • Lead the Signing Ceremony meeting and be able to explain a client's estate plan to them • Run the Funding Meeting - Assist clients in titling and naming of assets • Manage various databases and software programs like CLIO • Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor Qualifications: • At least 5 years of experience in estate planning paralegal work • Demonstrated competence in working with multiple databases (e.g. Clio, Monday.com, Wealth Counsel), as well as various portals and programs • High-level proficiency in Microsoft Word, Excel, and Adobe applications • An aptitude for effective verbal and written communication • A driven work ethic and the capacity to exercise sound judgment • A responsible attitude and an appropriate demeanor Compensation: $65,000 - $80,000 yearly

• Attend and host the initial in-take meetings with clients • Exceptional Communication Skills as you will be talking with clients all day • Act as liaison between attorney and client • Lead the Signing Ceremony meeting and be able to explain a client's estate plan to them • Run the Funding Meeting - Assist clients in titling and naming of assets • Manage various databases and software programs like CLIO • Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor

Compensation:
$65,000-$80,000 per year