Estate Planning Paralegal

Strauss Attorneys PLLC; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Life, AD&D, Disability Insurance

401(k) Plan

Paid Time Off

Paid Holidays

Education & Training

Job summary

Strauss Attorneys PLLC in Raleigh is seeking an Estate Planning Paralegal to support our Estate Planning practice full-time. You will handle client communications, manage files, prepare documents for meetings, and ensure timely processing of signed materials.

Expected duties include witness/notary support, gathering documents, and coordination with the practice management/billing systems. Strong organization and confidentiality are essential for success.

Qualifications

• Bachelor’s degree from four-year college/university, or paralegal certificate from ABA approved program preferred.
• 2+ years’ experience in office administration/executive-level support preferred.
• 2+ years’ experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained).

Responsibilities

• Interact professionally with clients via phone, email and in person.
• Open, maintain and close client files; create and maintain contact and matters in the practice management system.
• Assist with clients including serving as witness and/or notary, documenting execution, scanning and processing client documents.
• Prepare client files for meetings, process after meetings, document production for client signing meetings, and process executed documents after signing.
• Manage EstateCare clients including annual renewals and annual review meetings, drafting documents, and processing executed documents.
• Document tasks and client interaction in practice management & billing systems daily.
• Maintain confidentiality, be punctual and meet deadlines.
• Work under supervision, take ownership of workflow and projects and work independently when needed.

Skills

Interpersonal skills

Written & verbal communication

Attention to detail

Multi-tasking

Typing 80+ wpm

Software proficiency

Education

Bachelor’s degree or paralegal certificate

Tools

CLIO

Adobe Acrobat

Netdocuments

Job description

The Estate Planning Paralegal will provide full-time support to our Raleigh Estate Planning practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients via phone, email and in person.
• Open, maintain and close client files (electronic and hard files); Create and maintain contact and matters in practice management system
• Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc.
• Gather information and documents from clients, prepare client files for meetings, process files and notes after client meetings, document production for client signing meetings, and process executed documents after signing meeting.
• Manage assigned EstateCare clients, including preparing for annual renewals and annual review meetings, drafting documents for annual review meetings, processing executed documents and files after annual review meetings.
• Document tasks and client interaction in practice management & billing systems on a daily basis.
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines.
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner.

• Bachelor’s degree from four-year college/university, or paralegal certificate from ABA approved program preferred.
• 2+ years’ experience in office administration/executive-level support preferred.
• 2+ years’ experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained).

PREFERRED SKILLS

• Positive attitude and proactive personality with excellent interpersonal skills, including a desire to interact and maintain professionalism with clients, attorneys, staff, and other professionals.
• Strong communication skills, including written and verbal, with impeccable spelling and grammar.
• Friendly and professional telephone presence.
• Meticulous attention to detail with high level of organization and the ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment.
• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook; Must be able to learn and operate the firm’s other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period; Typing skills of 80+ wpm.
• Ability to work, problem solve, and find solutions independently and as part of a collaborative team.
• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements.
• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday.

ADDITIONAL NOTES

As part of the support team, this position will have regular interaction with firm attorneys and other staff. From time to time, your job responsibilities may change, and you may be asked to assist on firm-wide projects. This job description does not contain a comprehensive list of activities, duties or responsibilities that are required, which may also change as the firm’s needs change.

Medical Insurance: Available starting the month after your first day. The Firm offers three plan options with 100% fully paid employee-only coverage for the middle plan. Coverage for spouses/dependents is available at additional employee cost.

Dental & Vision Insurance: Available starting the month after your first day at employee cost.

Life, AD&D, Short-Term Disability, & Long-Term Disability: Firm-paid base coverage. Voluntary/supplemental life coverage for you and spouses/dependents is available at additional employee cost.

401(k) Plan: Eligible after 3 months. The firm currently matches up to 4% of your own contributions on a tiered schedule. You may contribute pre-tax or Roth contributions toward retirement.

Paid Time Off: You will receive 16 vacation/paid personal days to start, with additional paid time off increasing with tenure.

Paid Holidays: The firm observes 10 paid holidays.

Education & Training: The firm may cover part or all of the cost of job-related courses, seminars, or training, subject to advance approval.