Estate Planning Paralegal - Complex trust drafting required

Hargrove Management Services Organization Inc; Phoenix (AZ); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full-time employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Growth potential

Job summary

Hargrove Management Services Organization, Inc is seeking an Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw and help onboard clients, schedule meetings, and draft estate planning documents.

The role requires 4+ years in estate planning, strong written and verbal communication, meticulous organization, confidentiality, and the ability to work independently with a team in a fast-paced, remote environment.

Qualifications

• 4+ years of experience in Estate Planning and drafting Estate Planning documents.
• Prior experience with case and/or project management, including coordinating multiple calendars.
• Proficiency in Word, Excel, Outlook, and Zoom; comfortable with new tech.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication; commitment to confidentiality.

Responsibilities

• Maintain client, financial advisor, and legal team database; log activity and provide updates.
• Coordinate and communicate with clients and advisors to ensure completion of required tasks.
• Schedule and manage a synchronized calendar for virtual meetings with clients, attorneys, and advisors.
• Respond to inquiries via chat, email, and video Meetings.
• Provide technical guidance on NetLaw and video conferencing tools.
• Assist Attorneys with client support such as document drafting and follow-up communications.
• Complete other tasks as assigned by management.
• Assist in overseeing and training legal assistants for the virtual practice.

Skills

Estate planning

Document drafting

Calendar coordination

Communication

Time management

Customer service

Team player

Tools

Microsoft Word

Excel

Outlook

Zoom

NetLaw

Job description

Who We Are

Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.

About the Role

The Estate Planning Paralegal plays a vital role in our virtual estate planning process. You'll facilitate secure online meetings using NetLaw, ensuring seamless collaboration between clients, attorneys, and financial advisors. Your technical skills will be crucial in assisting clients with onboarding into the NetLaw system and scheduling meetings. You'll also draft, review, and support the execution of estate planning documents. Excellent written and verbal communication are essential to guide clients through the process. The ability to work independently, maintain organization, and prioritize confidentiality is a must with a strong attention to detail. A solid understanding of estate planning principles and flexibility will round out your qualifications for this rewarding role.

Core Responsibilities

• Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; provide updates; enter/update data, etc.
• Communicate with financial advisors and clients to ensure they properly engage and complete required tasks.
• The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role.
• Monitor and respond to inquiries through the online support function (chat, email, and video meetings).
• A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses.
• Provide technical guidance to users on NetLaw system, video conferences tools, and other technology.
• Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc.
• Complete other tasks as assigned by management.
• Assist in the oversight and training of legal assistants for the virtual practice.

Skills and Requirements

• 4+ years of experience in Estate Planning and drafting Estate Planning documents required.
• Prior experience with case and/or project management required. Including the ability to help coordinate multiple calendars.
• Proficiency in Microsoft Word, Excel, Outlook, and Zoom; Basic proficiency in learning and navigating new technology systems.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication skills.
• Commitment to customer service and confidentiality.
• Team-player who thrives in a fast-paced, collaborative environment.

BENEFITS

• Full-time Employment
• 401k with competitive matching
• Health Insurance
• Paid-Time Off
• Flexible Hours
• Fun coworkers and growth potential!

Hargrove Management Services Organization, Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can thrive.