Estate Planning Paralegal

Creative Planning; Wilmington (DE); Hybrid; USD 50.000 - 85.000; Vollzeit

Benefits dieser Stelle

Remote work after training

Zusammenfassung

Creative Planning is seeking an Estate Planning Paralegal to support the attorneys in drafting plans, researching issues, and coordinating client matters. The role emphasizes accuracy, efficiency, and the ability to manage documents and billing reports.

Responsibilities include drafting full and substantive plans, conducting legal research, and communicating with clients and wealth managers. Some positions may allow remote work after a 90-day training period.

Qualifikationen

• Bachelor’s degree or Paralegal Certificate required.
• Efficient, detail-oriented and accurate.

Aufgaben

• Takes on tasks from attorneys to increase efficiency.
• Drafts full and substantive estate planning plans.
• Performs legal research and synthesizes answers.
• Maintains client communications with wealth managers and financial planners.
• Manages billing reports and calendars.
• May perform in-office signings with supervision.

Kenntnisse

Detail orientation

Efficient

Accurate

Ausbildung

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

Jobbeschreibung

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.

The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Job Duties:

• Can perform all duties described in prior sections of Legal Administrative Assistant and Legal Assistant
• Self-directed practice management with Attorney oversight
• Drafts full and substantive plans with functional knowledge of documents to the extent requested by attorney
• Ability to draft plans in HotDocs
• May perform In-office signings with no supervision
• Ability to conduct legal research – take initiative on synthesizing answers to legal questions
• Is aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of law
• Has extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of law
• Manages billing reports and calendar
• Work from home is allowed after 90-day training period.

Required Experience/ Qualifications:

• Bachelor’s degree or Paralegal Certificate
• Efficient, detail-oriented and accurate

Preferred Experience/ Qualifications:

• 1 or more years of Paralegal Experience in Estate Planning

Technical Skills:

• Proficient in Microsoft Office and Adobe