Estate Planning Paralegal: Draft Wills & Trusts

Find Great People | FGP; Columbia (SC); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Find Great People | FGP is recruiting an Estate Planning Paralegal in Columbia, SC to support our client-focused practice. You will draft wills, trusts, powers of attorney, and related documents, coordinate intakes, signing appointments, and file management while delivering exceptional service.

The ideal candidate has at least 2 years of paralegal experience in estate planning or probate, strong attention to detail, excellent communication, and proficiency with MS Office and practice management

Qualifications

• 2+ years of paralegal experience, preferably in estate planning, probate, elder law, or trust administration.
• Strong understanding of estate planning documents and legal terminology.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational abilities.
• Proficiency with Microsoft Office and legal practice management software.

Responsabilités

• Draft estate planning documents including wills, trusts, powers of attorney, advance healthcare directives, and related correspondence.
• Manage client matters from intake through execution, including gathering information, preparing document drafts, scheduling signing appointments, and maintaining accurate files.
• Communicate professionally with clients, financial advisors, accountants, and other professionals to support estate planning and trust administration matters.
• Assist attorneys with trust funding, asset transfers, beneficiary designations, and probate avoidance strategies.
• Prepare and file probate and estate administration documents when needed.
• Maintain case management systems, monitor deadlines, and ensure compliance with firm procedures and state requirements.

Connaissances

Paralegal experience

Client communication

Organizational skills

MS Office proficiency

Legal terminology

Outils

Practice management software

Document management system

Microsoft Office

Description du poste

Find Great People | FGP is recruiting an Estate Planning Paralegal in Columbia, SC to support our client-focused practice. You will draft wills, trusts, powers of attorney, and related documents, coordinate intakes, signing appointments, and file management while delivering exceptional service.

The ideal candidate has at least 2 years of paralegal experience in estate planning or probate, strong attention to detail, excellent communication, and proficiency with MS Office and practice management