Estate Planning Paralegal: Client Docs & Coordination

Creative Planning; Wilmington (DE); On-site; USD 42,000 - 62,000; Full time

Job summary

Creative Planning is seeking an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals in our legal department. The role requires a Delaware notary (or willingness to become one).

Ideal candidates are efficient, detail-oriented, and accurate, with prior administrative or paralegal experience. This position assists in client document preparation, coordination of document execution, and processing of signed

Qualifications

• Delaware notary required or willing to become one.
• Efficient, detail-oriented, and accurate.
• 1+ years of administrative support or paralegal experience preferred.

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

Notary (Delaware)

Detail-oriented

Efficient

Education

Notary Certification (Delaware)

Job description

Creative Planning is seeking an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals in our legal department. The role requires a Delaware notary (or willingness to become one).

Ideal candidates are efficient, detail-oriented, and accurate, with prior administrative or paralegal experience. This position assists in client document preparation, coordination of document execution, and processing of signed