Estate Planning Paralegal — Remote After Training, Draft Plans

Creative Planning; Wilmington (DE); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Creative Planning’s Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning's legal department. The role emphasizes drafting plans, researching legal questions, and coordinating with clients and wealth managers.

The position allows work-from-home after a 90-day training period, with responsibilities including billing, calendar management, and in-office signings when required.

Qualifications

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

Responsibilities

• Assist attorneys with estate planning tasks, focusing on accuracy and efficiency.
• Draft full and substantive plans with document knowledge as directed.
• Draft plans in HotDocs.
• May perform in-office signings with no supervision.
• Conduct legal research and synthesize answers.
• Communicate statutory changes to staff and attorneys.
• Coordinate with clients, wealth managers, and financial planners.
• Manage billing reports and calendar.
• Work from home is allowed after 90-day training period.

Skills

Detail-oriented

Efficient

Accurate

Education

Bachelor’s degree

Paralegal certificate

Tools

Microsoft Office

Adobe

Job description

Creative Planning’s Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning's legal department. The role emphasizes drafting plans, researching legal questions, and coordinating with clients and wealth managers.

The position allows work-from-home after a 90-day training period, with responsibilities including billing, calendar management, and in-office signings when required.