Estate Planning Paralegal - WEST COAST HOURS

Hargrove Management Services Organization Inc; Spokane, Washington (WA, District of Columbia); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Full-time Employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Fun coworkers and growth potential!

Job summary

NetLaw Management Services Organization, Inc. is seeking an Estate Planning Paralegal to support our virtual estate planning workflow, coordinating secure online meetings, onboarding clients into NetLaw, and assisting attorneys with document drafting and client communications.

The ideal candidate has 4+ years in estate planning, strong organization, and excellent written and verbal skills, with the ability to work independently while maintaining strict confidentiality in a fast-paced,

Qualifications

• 4+ years of experience in Estate Planning and drafting related documents.
• Experience with case or project management and coordinating multiple calendars.
• Proficient in Word, Excel, Outlook, and Zoom; comfortable with new tech.
• Excellent written and verbal communication, plus confidentiality.
• Strong organization and time management in a fast-paced team.
• Customer-service oriented and able to work independently.

Responsibilities

• Maintain database of clients, financial advisors, and legal team; log activity.
• Coordinate calendars and scheduling for virtual meetings with clients, attorneys, and advisors.
• Provide technical guidance on NetLaw system and conferencing tools.
• Assist Attorneys with client support, drafting, and document preparation.
• Monitor inquiries via chat, email, and video meetings.
• Support training of legal assistants and oversee virtual practice.
• Complete other tasks as assigned by management.

Skills

Estate Planning

Case / Project Management

MS Word

MS Excel

Outlook

Zoom

Communication

Organization

Confidentiality

Customer Service

Team Player

Tools

Microsoft Word

Excel

Outlook

Zoom

Job description

Who We Are

NetLaw Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top‑notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.

About the Role

Ideal candidate is located in or willing to work PST.

The Estate Planning Paralegal plays a vital role in our virtual estate planning process. You'll facilitate secure online meetings using NetLaw, ensuring seamless collaboration between clients, attorneys, and financial advisors. Your technical skills will be crucial in assisting clients with onboarding into the NetLaw system and scheduling meetings. You'll also draft, review, and support the execution of estate planning documents. Excellent written and verbal communication are essential to guide clients through the process. The ability to work independently, maintain organization, and prioritize confidentiality is a must with a strong attention to detail. A solid understanding of estate planning principles and flexibility will round out your qualifications for this rewarding role.

Core Responsibilities

• Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; provide updates; enter/update data, etc.
• Communicate with financial advisors and clients to ensure they properly engage and complete required tasks.
• The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role.
• Monitor and respond to inquiries through the online support function (chat, email, and video meetings).
• A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses.
• Provide technical guidance to users on NetLaw system, video conferences tools, and other technology.
• Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc.
• Complete other tasks as assigned by management.
• Assist in the oversight and training of legal assistants for the virtual practice.

Skills and Requirements

• 4+ years of experience in Estate Planning and drafting Estate Planning documents required.
• Prior experience with case and/or project management required, including the ability to help coordinate multiple calendars.
• Proficiency in Microsoft Word, Excel, Outlook, and Zoom; Basic proficiency in learning and navigating new technology systems.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication skills.
• Commitment to customer service and confidentiality.
• Team-player who thrives in a fast paced, collaborative environment.

Benefits

• Full-time Employment
• 401k with competitive matching
• Health Insurance
• Paid-Time Off
• Flexible Hours
• Fun coworkers and growth potential!

NetLaw Management Services Organization, Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can thrive.