Estate Planning Paralegal

Adams & Martin Group; Minneapolis (MN); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Adams & Martin Group, a reputable law firm in Downtown Minneapolis, seeks an Estate Planning Paralegal to join the team on a hybrid schedule.

The role supports attorneys with estate and trust matters, prepares and reviews legal documents, and coordinates client information while maintaining organized files and deadlines.

Qualifications

• 3+ years of experience as a paralegal in a legal, financial, or professional services environment.
• Proven experience utilizing WealthCounsel to support legal document preparation, workflow management, and client service activities.
• Excellent organizational skills and attention to detail.

Responsibilities

• Assist attorneys with estate, trust, and related client matters.
• Prepare, review, and organize legal and financial documents.
• Communicate with clients and coordinate case information.
• Manage deadlines, filings, and case records.
• Conduct research and provide support for planning and compliance tasks.
• Maintain accurate electronic and physical files.
• Provide general administrative and client service support as needed.

Skills

Strong written and verbalcommunication

Excellent organizational skills

Ability to manage multiple priorities

Education

Bachelor's degree or paralegal certification

Tools

WealthCounsel

Microsoft Office

Legal software

Job description

Adams & Martin Group is seeking an Estate Planning Paralegal to join a reputable law firm in Downtown Minneapolis. This is a direct hire opportunity with a hybrid work model.

Responsibilities

Assist attorneys with estate, trust, and related client matters.

Prepare, review, and organize legal and financial documents.

Communicate with clients and coordinate case information.

Manage deadlines, filings, and case records.

Conduct research and provide support for planning and compliance tasks.

Maintain accurate electronic and physical files.

Provide general administrative and client service support as needed.

Position Requirements

3+ years of experience as a paralegal in a legal, financial, or professional services environment.

• Proven experience utilizing WealthCounsel to support legal document preparation, workflow management, and client service activities.
  

Excellent organizational skills and attention to detail.

Strong written and verbal communication skills.

Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Proficiency with Microsoft Office and legal software.

Bachelor's degree or paralegal certification preferred.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.