Estate Planning Paralegal

Creative Planning; Wilmington (DE); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Creative Planning’s Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning's legal department. The role emphasizes drafting plans, researching legal questions, and coordinating with clients and wealth managers.

The position allows work-from-home after a 90-day training period, with responsibilities including billing, calendar management, and in-office signings when required.

Qualifications

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

Responsibilities

• Assist attorneys with estate planning tasks, focusing on accuracy and efficiency.
• Draft full and substantive plans with document knowledge as directed.
• Draft plans in HotDocs.
• May perform in-office signings with no supervision.
• Conduct legal research and synthesize answers.
• Communicate statutory changes to staff and attorneys.
• Coordinate with clients, wealth managers, and financial planners.
• Manage billing reports and calendar.
• Work from home is allowed after 90-day training period.

Skills

Detail-oriented

Efficient

Accurate

Education

Bachelor’s degree

Paralegal certificate

Tools

Microsoft Office

Adobe

Job description

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