Estate Planning Paralegal & Admin Specialist

Creative Planning; Denver (CO); On-site; USD 42,000 - 60,000; Full time

Job summary

Creative Planning is seeking an Administrative Paralegal to provide administrative and substantive legal support to its Estate Planning Attorneys and Paralegals. The role supports document preparation, client communications, and in-office coordination of signings.

The position emphasizes accuracy, attention to detail, and efficient handling of client materials, with room for growth in notary duties and paralegal tasks as needed.

Qualifications

• Arizona notary (or willing to become one)
• Efficient, detail-oriented, and accurate

Responsibilities

• Prepares mailings to clients of documents to be signed
• Coordinate in-office execution of documents with clients
• Reviews and processes incoming signed documents from clients
• Prepares attorney and transmittal correspondence
• All other duties as assigned

Skills

Efficient

Detail-oriented

Accurate

Job description

Creative Planning is seeking an Administrative Paralegal to provide administrative and substantive legal support to its Estate Planning Attorneys and Paralegals. The role supports document preparation, client communications, and in-office coordination of signings.

The position emphasizes accuracy, attention to detail, and efficient handling of client materials, with room for growth in notary duties and paralegal tasks as needed.