Estate Planning Paralegal — Remote After Training

Creative Planning; Wilmington (DE); Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

Remote work after training

Job summary

Creative Planning is seeking an Estate Planning Paralegal to support the attorneys in drafting plans, researching issues, and coordinating client matters. The role emphasizes accuracy, efficiency, and the ability to manage documents and billing reports.

Responsibilities include drafting full and substantive plans, conducting legal research, and communicating with clients and wealth managers. Some positions may allow remote work after a 90-day training period.

Qualifications

• Bachelor’s degree or Paralegal Certificate required.
• Efficient, detail-oriented and accurate.

Responsibilities

• Takes on tasks from attorneys to increase efficiency.
• Drafts full and substantive estate planning plans.
• Performs legal research and synthesizes answers.
• Maintains client communications with wealth managers and financial planners.
• Manages billing reports and calendars.
• May perform in-office signings with supervision.

Skills

Detail orientation

Efficient

Accurate

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

Job description

Creative Planning is seeking an Estate Planning Paralegal to support the attorneys in drafting plans, researching issues, and coordinating client matters. The role emphasizes accuracy, efficiency, and the ability to manage documents and billing reports.

Responsibilities include drafting full and substantive plans, conducting legal research, and communicating with clients and wealth managers. Some positions may allow remote work after a 90-day training period.