Estate Planning Paralegal: Detail-Driven, Team-Oriented

Mercer Advisors Inc.; Washington; Hybrid; USD 44,000 - 51,000; Full time

Benefits offered by this job

401(k) with match

Paid parental leave

Company paid life/AD&D

Paid Holidays

Health benefits

HSA contributions

Job summary

Mercer Advisors is seeking a Paralegal (Estate Planning Specialist I) to join a collaborative team supporting Attorneys and colleagues in fast-paced, document-intensive tasks. The role demands meticulous attention to detail and strong written and verbal communication.

Responsibilities include reviewing deeds, coordinating with county recorders, managing funding workflows, and assisting in entity formation. Knowledge of WealthDocs and a Paralegal Certificate are required, with opportunities in a

Qualifications

• Paralegal Certificate required.
• WealthDocs knowledge required.
• Proactive follow-up and follow-through.
• Excellent organization and time management skills.
• Strong proofreading and word processing abilities.
• Able to maintain confidentiality in all matters.

Responsibilities

• Review and prepare deeds, assignments, and funding documents.
• Coordinate with county recorders to file deeds and verify fees.
• Manage workflows and processes related to funding.
• Assist in creation of entities and filings.
• Prepare summaries of existing estate plans.
• Support drafting of estate planning documents and data entry in legal software.
• Perform other duties as assigned.

Skills

Paralegal knowledge

WealthDocs

Proactive follow-up

Organization

Time management

Proofreading

Confidentiality

Team collaboration

multitasking

Education

Paralegal Certificate

Tools

WealthDocs

Job description

Mercer Advisors is seeking a Paralegal (Estate Planning Specialist I) to join a collaborative team supporting Attorneys and colleagues in fast-paced, document-intensive tasks. The role demands meticulous attention to detail and strong written and verbal communication.

Responsibilities include reviewing deeds, coordinating with county recorders, managing funding workflows, and assisting in entity formation. Knowledge of WealthDocs and a Paralegal Certificate are required, with opportunities in a