Estate Planning Paralegal: Notary, Client-Focused Support

Strauss Attorneys PLLC; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Life, AD&D, Disability Insurance

401(k) Plan

Paid Time Off

Paid Holidays

Education & Training

Job summary

Strauss Attorneys PLLC in Raleigh is seeking an Estate Planning Paralegal to support our Estate Planning practice full-time. You will handle client communications, manage files, prepare documents for meetings, and ensure timely processing of signed materials.

Expected duties include witness/notary support, gathering documents, and coordination with the practice management/billing systems. Strong organization and confidentiality are essential for success.

Qualifications

• Bachelor’s degree from four-year college/university, or paralegal certificate from ABA approved program preferred.
• 2+ years’ experience in office administration/executive-level support preferred.
• 2+ years’ experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained).

Responsibilities

• Interact professionally with clients via phone, email and in person.
• Open, maintain and close client files; create and maintain contact and matters in the practice management system.
• Assist with clients including serving as witness and/or notary, documenting execution, scanning and processing client documents.
• Prepare client files for meetings, process after meetings, document production for client signing meetings, and process executed documents after signing.
• Manage EstateCare clients including annual renewals and annual review meetings, drafting documents, and processing executed documents.
• Document tasks and client interaction in practice management & billing systems daily.
• Maintain confidentiality, be punctual and meet deadlines.
• Work under supervision, take ownership of workflow and projects and work independently when needed.

Skills

Interpersonal skills

Written & verbal communication

Attention to detail

Multi-tasking

Typing 80+ wpm

Software proficiency

Education

Bachelor’s degree or paralegal certificate

Tools

CLIO

Adobe Acrobat

Netdocuments

Job description

Strauss Attorneys PLLC in Raleigh is seeking an Estate Planning Paralegal to support our Estate Planning practice full-time. You will handle client communications, manage files, prepare documents for meetings, and ensure timely processing of signed materials.

Expected duties include witness/notary support, gathering documents, and coordination with the practice management/billing systems. Strong organization and confidentiality are essential for success.