Estate Planning Paralegal

Midgett Preti Olansen; Virginia Beach (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

A legal firm in Virginia Beach is seeking a mid-senior level estate planning professional. Tasks include drafting wills and trusts as well as client communications. Candidates should have 3 years of relevant experience and excellent communication skills. This is a full-time role with great benefits and compensation based on experience.

Qualifications

• 3 years of Estate Planning or similar experience.
• Professional demeanor and excellent communication skills.
• Ability to work both independently and as part of a team.
• Proficiency in MS Word, Outlook and Excel.

Responsibilities

• Drafting wills, trusts, and powers of attorney.
• Preparing asset transfer documents.
• Extensive communication with clients and financial planners.

Skills

Excellent communication skills

Organizational skills

Writing skills

Ability to work independently

Proficiency in MS Word

Proficiency in Outlook

Proficiency in Excel

Tools

MS Word

Outlook

Excel

Job description

3 weeks ago Be among the first 25 applicants

If you are a highly motivated individual with excellent communication skills, we need you for the Midgett Preti Olansen estate planning team! This is a full-time position with great benefits. Compensation is based on experience.

Responsibilities include:

• Drafting wills, trusts, advance medical directives and durable powers of attorney.
• Preparing asset transfer documents, such as deeds, asset assignments and designated beneficiary forms.
• Extensive communication with clients, financial planners and accountants.

Experience and Qualifications:

• 3 years of Estate Planning or similar experience.
• Professional demeanor, excellent communication, organizational and writing skills.
• Ability to work both independently and as part of a team.
• Proficiency in MS Word, Outlook and Excel is critical.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice