Estate Planning Paralegal - Detail-Oriented Admin Support

Creative Planning; Omaha (NE); On-site; USD 40,000 - 52,000; Full time

Job summary

Creative Planning in Omaha, NE seeks an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Paralegals of the firm's legal department.

Responsibilities include preparing client mailings, coordinating in-office document execution, reviewing signed documents, and drafting attorney/transmittal correspondence; and performing additional duties as assigned. The role emphasizes accuracy and efficient workflow within a small legal team.

Qualifications

• Nebraska notary (or willing to become one).
• Efficient, detail-oriented, and accurate.
• 1+ years of administrative support or paralegal experience.

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

Nebraska Notary (or willing to become

Detail-oriented

Efficient

Job description

Creative Planning in Omaha, NE seeks an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Paralegals of the firm's legal department.

Responsibilities include preparing client mailings, coordinating in-office document execution, reviewing signed documents, and drafting attorney/transmittal correspondence; and performing additional duties as assigned. The role emphasizes accuracy and efficient workflow within a small legal team.