Paralegal

TBG | The Bachrach Group; Marietta (GA); On-site; USD 42,000 - 65,000; Part time

Benefits offered by this job

Long-term growth

FT/PT flexibility

On-site parking

Team events

Professional environment

Job summary

The Bachrach Group is seeking an experienced Estate Planning & Probate Paralegal in Georgia for either part-time or full-time engagement. The role requires handling estate planning and probate matters with minimal supervision and delivering top-notch support to clients and attorneys.

Ideal candidates will have Georgia-based experience, excellent communication, and a compassionate approach in sensitive life events. The position offers a fast-paced environment with opportunities for growth.

Qualifications

• Minimum of 2 years of Georgia-based experience supporting estate planning and probate matters.
• Strong written communication, proofreading, and grammar skills.
• Professional and empathetic approach to client interactions, particularly during emotionally challenging situations.
• Ability to independently manage client matters and contribute with minimal training.
• Experience with legal practice management, document assembly, and timekeeping software.

Responsibilities

• Prepare and revise estate planning and probate documents, including wills, trusts, powers of attorney, and healthcare directives.
• Coordinate client meetings, document execution appointments, and signing sessions.
• Maintain organized electronic and physical case files with complete and accessible records.
• Utilize document automation and drafting software for customized legal documents and correspondence.
• Serve as a client contact, providing status updates and escalating issues to attorneys as needed.
• Communicate with courts, financial professionals, accountants, attorneys, and third parties involved in client matters.
• Enter and maintain accurate case information and billing records.
• Assist attorneys and team members with administrative and case-related projects.
• Participate in meetings and contribute ideas to improve processes and client service.

Skills

Estate planning

Probate matters

Client communication

Attention to detail

Time management

Tools

Document assembly software

Practice management software

Timekeeping software

Job description

We are seeking an experienced and highly organized Estate Planning & Probate Paralegal to join its team on a part-time or full time basis. This opportunity is ideal for a self-motivated professional who can quickly integrate into a busy office, manage matters with minimal supervision, and provide exceptional support to both clients and attorneys.

The successful candidate will possess experience in Georgia estate planning and probate matters, excellent communication skills, and a compassionate approach when working with individuals and families navigating sensitive life events. This role requires strong attention to detail, the ability to manage multiple priorities, and a commitment to delivering high-quality work in a deadline-driven environment

Key Responsibilities

• iesPrepare and revise a variety of estate planning and probate documents, including wills, trusts, powers of attorney, advance healthcare directives, and property transfer documen
• ts.Coordinate client meetings, document execution appointments, and estate plan signing sessions while ensuring all scheduling details are accurately manag
• ed.Facilitate document-signing appointments and oversee completion of required paperwo
• rk.Support trust funding activities through the preparation of deeds, transfer documentation, PT-61 filings, and related for
• ms.Maintain organized electronic and physical case files, ensuring records are complete, accurate, and readily accessib
• le.Utilize document automation and drafting software to generate customized legal documents and corresponden
• ce.Serve as a point of contact for clients by responding to routine inquiries, providing status updates, and escalating legal issues to attorneys when appropria
• te.Communicate and coordinate with courts, financial professionals, accountants, attorneys, and other third parties involved in client matte
• rs.Enter and maintain accurate case information, billing records, and database updates on a timely bas
• is.Assist attorneys and team members with administrative and case-related projects as need
• ed.Participate in team meetings and contribute ideas to improve internal processes, client service, and operational efficien
• cy.Identify opportunities to educate clients regarding additional services that may benefit their planning nee
• ds.

Qualifications

• onsMinimum of 2 years of Georgia-based experience supporting estate planning and probate matte
• rs.Demonstrated ability to independently manage client matters and contribute immediately with minimal traini
• ng.Strong knowledge of estate planning documentation, trust administration, probate procedures, property transfers, and related filin
• gs.Exceptional written communication, proofreading, and grammar skil
• ls.Professional and empathetic approach to client interactions, particularly during emotionally challenging situatio
• ns.Ability to remain organized and productive while balancing competing priorities in a fast-paced environme
• nt.Strong interpersonal skills and a client-service-oriented minds
• et.Proven commitment to accuracy, attention to detail, and meeting deadlin
• es.Experience working with legal practice management, document assembly, and timekeeping softwa
• re.Self-starter with strong problem-solving abilities and a proactive approach to wo

What the Position Offers

• ersOpportunity for long-term growth and advancem
• ent.Potential transition to a full-time role following an initial evaluation per
• iod.Supportive and team-oriented workplace cult
• ure.Well-established systems, workflows, and operational proces
• ses.Convenient office location with complimentary park
• ing.Team events and opportunities to build strong professional relationsh
• ips.Stable environment with the ability to make an immediate imp