Estate Planning - Paralegal

ZipRecruiter; Spokane (WA); On-site; USD 48,000 - 60,000; Full time

Job summary

Evergreen Elder Law, LLC is looking for a detail-oriented and organized Paralegal to join their team. This full-time position focuses on estate planning, probate, and Medicaid applications, providing support as well as fostering client relationships. Successful candidates will have prior experience and a client-centric approach.

Benefits

Comprehensive benefits package

Qualifications

• 3+ years of prior experience as a paralegal, specifically in estate planning and probate.
• Exceptional writing and editing skills.
• Self-motivated with the ability to work independently under tight deadlines.

Responsibilities

• Preparing estate planning documents such as wills and trusts.
• Assisting attorneys in long-term care and probate cases.
• Communicating with clients and answering questions.

Skills

Writing

Editing

Attention to detail

Client communication

Organization

Education

Paralegal certificate or degree

Tools

Microsoft Office

Clio

Elder Docs

Job description

Evergreen Elder Law, LLC is seeking an organized, detail-oriented professional to join our growing legal team as a full-time Paralegal. This position supports our estate planning, probate, and long-term care planning practices, with a key focus on Medicaid applications and asset protection planning for our senior clients.

Compensation:

• Competitive salary $48,000 - $60,000+ DOE plus full benefits

This is a full-time job where you are expected to manage a caseload, so you must be able to work in the office for 40 hours per week. Compensation depends on experience.

We offer an excellent benefits package.

We look forward to reviewing your application.

Responsibilities:

• Preparing estate planning documents such as wills, living wills, powers of attorney, deeds, and trusts
• Preparing probate and long-term care documents
• Assisting attorneys in long-term care and probate cases
• Communicating with clients and potential clients to answer questions and provide reassurance
• Researching legal issues
• Working closely with clients with a positive and empathetic attitude
• Tracking income and asset spreadsheets, and monthly statements
• Preparing correspondence to clients, opposing counsel, court personnel, and potential clients
• Managing client information and organizing client files
• Fostering a teamwork mentality

If these statements resonate with you, then you may be the right person for the job:

• You think in terms of outlines, chronologies, and indexes
• You see potential for organization where others see chaos
• You answer the phone with a smile
• Your middle name is “No Drama”
• You are an impeccable scheduler with a keen attention to detail
• You are proficient with calendars, e-mail, spreadsheets, word processing, and the internet
• You are skilled at juggling tasks and adapting quickly
• You do not consider scanning and copying beneath you
• You value excellent team communication
• You have outstanding time management skills

Qualifications:

• Proficient with Microsoft Office, including Word and Outlook
• Knowledge of Elder Docs is a plus
• Knowledge of Clio is a plus
• Exceptional writing and editing skills
• Excellent proofreading skills
• Strong attention to detail in documents
• Self-motivated with the ability to work independently under tight deadlines
• Professional and empathetic demeanor
• At least 3+ years of prior experience as a paralegal, specifically in estate planning and probate
• Paralegal certificate or degree
• Ability to multitask with a positive attitude
• Excellent client communication skills

About the Company:

For over 20 years, Evergreen Elder Law, LLC has been a trusted name in estate planning, dedicated to providing clients with peace of mind regarding their future. Our firm is committed to building lifelong professional-client relationships, ensuring that each client's unique needs and goals are met with the highest level of expertise and care.

We understand that planning for the future can be complex and emotionally challenging. Our experienced team guides clients through every step, offering personalized solutions that protect assets, secure legacies, and support loved ones. We pride ourselves on a client-centric approach, prioritizing your peace of mind.