Estate Planning Paralegal: Drafting & Administration

The Delaware Elder Law Center; Wilmington (DE); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

The Delaware Elder Law Center is seeking a detail-oriented paralegal to support our estate planning and estate administration practice. This in-office role involves drafting estate planning documents, preparing materials for signing, coordinating with clients, and assisting attorneys during meetings.

Ideal candidates will have experience with Delaware estate administration, strong attention to detail, and proficiency with Word, Excel, Outlook, Adobe, and EFile.

Qualifikationen

• Experience with estate administration preferred, especially Delaware rules and procedures.
• Paralegal experience in a law firm is preferred.
• Estate document drafting and planning experience is beneficial but not required.
• Proficiency in Word, Excel, Outlook, Adobe and EFile.
• Excellent written and verbal communication, with strong grammar and attention to detail.
• Ability to manage calendars, deadlines, and multiple responsibilities independently.
• Paralegal certificate or bachelor’s degree preferred; equivalent hands-on experience considered.

Aufgaben

• Drafting estate planning documents using WealthDocx and ElderDocx.
• Preparing and organizing documents for client signing appointments.
• Assisting the attorney during client meetings and signing appointments.
• Preparing deeds and coordinating their execution and recording.
• Processing, organizing, and maintaining complete estate planning documents.
• Communicating with clients and following up to obtain necessary information.
• Managing estate calendars, deadlines, and filing requirements from open to close.
• Meeting with clients to review the probate process and gather estate information.
• Filing Wills with the Delaware Register of Wills.
• Preparing estate opening documents, inventories, and accountings.
• Electronically filing documents through Delaware Courts File & Serve.
• Communicating with clients and beneficiaries and coordinating with the attorney.

Kenntnisse

Estate administration

Client communication

Scheduling calendars

Attention to detail

Microsoft Office

Ausbildung

Paralegal certificate

Bachelor's degree

Tools

WealthDocx

ElderDocx

EFile

Adobe PDF

Jobbeschreibung

The Delaware Elder Law Center is seeking a detail-oriented paralegal to support our estate planning and estate administration practice. This in-office role involves drafting estate planning documents, preparing materials for signing, coordinating with clients, and assisting attorneys during meetings.

Ideal candidates will have experience with Delaware estate administration, strong attention to detail, and proficiency with Word, Excel, Outlook, Adobe, and EFile.