Estate Planning Paralegal - Precise Drafting & Compassionate Client Care

Boutique Recruiting; Alpharetta (GA); On-site; USD 53,000 - 77,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Paid major holidays

Quarterly bonus opportunities

Profit-sharing bonus opportunity

Notary commission support

Job summary

Boutique Recruiting seeks an Estate Planning Paralegal with 2+ years of estate planning or probate experience to support substantive matters 60% of the time and craft a caring client experience 40% of the time. This role emphasizes precision in drafting with discretion and empathy in client interactions.

Responsibilities include drafting trusts and wills, coordinating signing ceremonies, and trust funding, while ensuring timely client communications and regulatory compliance in Georgia.

Qualifications

• 2+ years of paralegal experience with estate planning or probate
• Georgia Notary Public commission or ability within 60 days of hire
• Strong drafting and production skills with deadlines
• Experience with real estate closings, trust administration, or elder law helpful
• Familiarity with legal practice management software such as Clio

Responsibilities

• Prepare first drafts of estate planning documents including revocable and irrevocable trusts, pour-over wills, powers of attorney, advance healthcare directives, HIPAA authorizations and related documents
• Prepare amendments, restatements, trustee appointments, resignations and other trust administration documents
• Coordinate and support signing ceremonies, ensuring signatures, witness requirements, notarizations and documentation are completed accurately
• Prepare Georgia deeds, PT-61 real estate transfer tax forms and county e-filings related to trust funding
• Track trust funding activities, beneficiary designations and outstanding client requirements through completion
• Support probate and trust administration matters by preparing petitions, notices, inventories, annual returns, asset schedules and related documentation
• Maintain accurate matter information, deadlines, engagement documents and billing information within the firm's practice management system
• Answer incoming calls, welcome clients and provide professional front-of-office support
• Coordinate consultations, appointment confirmations, client packets, reminders and milestone communications
• Communicate compassionately with elderly clients, grieving families, and individuals navigating sensitive family circumstances while appropriately routing legal questions to attorneys
• Support educational seminars and client events, including materials, registration, logistics, and follow-up

Skills

Estate planning

Trust administration

Attention to detail

Client service

Communication

Clio experience

Tools

Clio

Job description

Boutique Recruiting seeks an Estate Planning Paralegal with 2+ years of estate planning or probate experience to support substantive matters 60% of the time and craft a caring client experience 40% of the time. This role emphasizes precision in drafting with discretion and empathy in client interactions.

Responsibilities include drafting trusts and wills, coordinating signing ceremonies, and trust funding, while ensuring timely client communications and regulatory compliance in Georgia.