Estate Planning Paralegal

Sechler Law Firm; Pennsylvania; On-site; USD 55,000 - 85,000; Full time

Job summary

Sechler Law Firm seeks an experienced Estate Planning Paralegal to draft wills, trusts, and powers of attorney, fund trusts, and retitle assets. You will interact with clients daily as you support our attorneys with estate planning matters.

The role requires at least 5 years of paralegal experience in estate planning, a paralegal certificate preferred, and strong Word/Excel skills. Join a firm focused on helping families protect their nest eggs.

Qualifications

• Minimum 5 years of paralegal experience in estate planning or related fields.
• Paralegal certification from an accredited program preferred.
• Experience with trust funding is a desired.
• Proficiency with Microsoft Word and Excel required.

Responsibilities

• Draft estate planning documents like wills and trusts.
• Draft and review deeds.
• Maintain a library of financial institution forms.
• Communicate with clients to keep them apprised of case status.
• Assist with educational events for clients.
• Prepare documents to be recorded with governmental organizations.
• Serve as a liaison between our firm and financial institutions.

Skills

Trust Funding

Paralegal experience

Client communication

Education

Paralegal certification from an accredited program

Tools

Microsoft Word

Excel

Job description

Do you have years of experience working as an Estate Planning Paralegal and feel ready to take your challenging and rewarding career to the next level? Join our law office and let your past successes guide clients!

As a paralegal, you’ll draft estate planning documents like wills, trusts, and powers of attorney. You’ll also have the opportunity to assist clients with funding trusts and retitling assets. You’ll have daily client interaction as you assist our attorneys with legal matters. Contact us today to be considered for this opportunity!

Responsibilities

• Draft estate planning documents like wills and trusts.
• Draft and review deeds.
• Maintain a library of financial institution forms.
• Communicate with clients to keep them apprised of case status.
• Assist with educational events for our clients.
• Prepare documents to be recorded with governmental organizations.
• Serve as a liaison between our firm and financial institutions.

Qualifications

• Experience with Trust Funding is a desired
• Standard computer skills and proficiency with Microsoft Word and Excel
• Paralegal certification from an accredited program prefered
• Minimum 5 years’ experience as a paralegal specialist, case manager, legal assistant, or legal office manager

About Sechler Law Firm

At Sechler Law Firm, we believe clients work hard for their nest egg, and they should get to keep it. Our mission is to help great families make great plans. The office was founded by Certified Elder Law Attorney Tim Sechler.

Part of our philosophy is that estate planning is not a one-time transaction. We value an ongoing relationship with clients, which is why we founded the Red Wagon Club. The Club is a community of retirees who get together several times a month for education and social events. It’s a fast-growing and exciting community. This position’s primary objective is to help grow and retain our membership.