Estate Planning Paralegal — Remote After 90 Days

Creative Planning; Cincinnati (OH); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Creative Planning seeks an Estate Planning Paralegal to support attorneys with accuracy and efficiency. The role includes drafting plans, performing legal research, and managing client communications and billing schedules.

The paralegal will handle document preparation, potential in-office signings with supervision, and learn HotDocs workflows, with remote work allowed after a 90-day training period. A Bachelor’s or Paralegal Certificate is required.

Qualifications

• Bachelor’s degree or Paralegal Certificate is required.
• Efficient, detail-oriented and accurate work style.
• Experience in estate planning preferred.

Responsibilities

• Support attorneys by handling duties with accuracy and efficiency.
• Draft full and substantive estate planning plans as requested.
• Conduct legal research and synthesize findings for attorneys.
• Manage client communications and coordinate with wealth managers.
• Oversee billing reports and calendar scheduling.
• Assist with in-office signings under supervision.
• Learn HotDocs workflows and document preparation.

Skills

Detail-oriented

Efficient

Accurate

Legal research

Client communication

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

Job description

Creative Planning seeks an Estate Planning Paralegal to support attorneys with accuracy and efficiency. The role includes drafting plans, performing legal research, and managing client communications and billing schedules.

The paralegal will handle document preparation, potential in-office signings with supervision, and learn HotDocs workflows, with remote work allowed after a 90-day training period. A Bachelor’s or Paralegal Certificate is required.