Paralegal - Estate Planning

Mason Law & Planning Group; Monument (CO); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Mason Law & Planning Group is seeking a dedicated Paralegal to join our team. You'll work closely with attorneys, paralegals, and clients to support estate planning, probate, and trust administration, ensuring accurate, timely document handling and client communication.

The role emphasizes organized, proactive support, collaboration, and meticulous attention to detail to help families plan confidently for the future. A relevant degree and prior paralegal experience are valued.

Qualifications

• Experience in estate planning or related fields preferred.
• Strong organizational skills and attention to detail required.
• Proficient in legal document preparation and digital document management.

Responsibilities

• Coordinate meetings with clients and professionals via phone, email, and mail.
• Prepare funding documents and assist in retitling assets into trusts.
• Attend meetings, take notes, assist with plan reviews, and notarize documents.
• Prioritize multiple projects, track deadlines, and maintain clear team communication.
• Print, organize, file, and digitize legal documents; manage digital records.
• Suggest process improvements to enhance client experience and efficiency.

Skills

Communication

Organization

Attention to detail

Time management

Professional communication

Education

Associate’s or Bachelor’s degree

Tools

Legal document prep

Digital document management

Job description

Are you an organized, proactive, and client-focused professional looking to make a meaningful impact in the legal world? Mason Law & Planning Group, a forward-thinking estate planning law firm, is seeking a dedicated and detail-driven Paralegal to join our growing team.

This is more than a job - it’s a chance to be part of a collaborative legal team that values integrity, compassion, and excellence in client service. You'll work closely with attorneys, paralegals, legal assistants and clients to deliver personalized, thoughtful legal support that helps families plan confidently for the future.

Key Responsibilities:

• Client Engagement: Communicate directly with clients via phone, email, and mail to coordinate meetings, answer basic inquiries, and guide them through the estate planning process. Liaise with financial advisors, accountants, and insurance professionals.
• Trust Funding Support: Prepare funding documents and assist in retitling assets into trusts to ensure proper alignment with clients’ estate plans.
• Meeting Coordination & Support: Prepare files and materials for meetings (both in-person and virtual), attend sessions, take detailed notes, assist with plan review, and notarize documents.
• Project Management: Prioritize and manage multiple active projects, track deadlines, follow up on outstanding items, and ensure smooth communication across the team.
• Document Management: Print, organize, tab, scan, and file legal documents. Maintain digital records using our legal practice management systems.
• Continuous Improvement: Proactively suggest ways to enhance internal processes, improve client experience, and boost overall efficiency.

Additional Responsibilities:

• Provide cross-functional support throughout the firm during busy periods or special initiatives — collaboration is key to our culture!

• Associate’s or Bachelor’s degree preferred, or an equivalent combination of education and relevant work experience
• Prior experience as a Paralegal or Legal Assistant, ideally within Estate Planning, Business Planning, Probate, or Trust Administration, is strongly preferred.
• Exceptional organizational skills and attention to detail.
• Professional communication skills (written and verbal).
• Proficient in legal document preparation and digital document management.
• Strong time management and problem-solving abilities.
• Professional presence and presentation.

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance