Estate Planning Paralegal - Virtual Support Specialist

Hargrove Management Services Organization Inc; Phoenix (AZ); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full-time employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Growth potential

Job summary

Hargrove Management Services Organization, Inc is seeking an Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw and help onboard clients, schedule meetings, and draft estate planning documents.

The role requires 4+ years in estate planning, strong written and verbal communication, meticulous organization, confidentiality, and the ability to work independently with a team in a fast-paced, remote environment.

Qualifications

• 4+ years of experience in Estate Planning and drafting Estate Planning documents.
• Prior experience with case and/or project management, including coordinating multiple calendars.
• Proficiency in Word, Excel, Outlook, and Zoom; comfortable with new tech.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication; commitment to confidentiality.

Responsibilities

• Maintain client, financial advisor, and legal team database; log activity and provide updates.
• Coordinate and communicate with clients and advisors to ensure completion of required tasks.
• Schedule and manage a synchronized calendar for virtual meetings with clients, attorneys, and advisors.
• Respond to inquiries via chat, email, and video Meetings.
• Provide technical guidance on NetLaw and video conferencing tools.
• Assist Attorneys with client support such as document drafting and follow-up communications.
• Complete other tasks as assigned by management.
• Assist in overseeing and training legal assistants for the virtual practice.

Skills

Estate planning

Document drafting

Calendar coordination

Communication

Time management

Customer service

Team player

Tools

Microsoft Word

Excel

Outlook

Zoom

NetLaw

Job description

Hargrove Management Services Organization, Inc is seeking an Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw and help onboard clients, schedule meetings, and draft estate planning documents.

The role requires 4+ years in estate planning, strong written and verbal communication, meticulous organization, confidentiality, and the ability to work independently with a team in a fast-paced, remote environment.