Paralegal - Estate Planning

Mason Law & Planning Group; Monument (CO); On-site; USD 50,000 - 70,000; 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, a forward-thinking estate planning law firm, is seeking a dedicated and detail-driven Paralegal to join our growing team. You will work closely with attorneys, paralegals, and clients to deliver thoughtful legal support that helps families plan confidently for the future.

Responsibilities include coordinating client meetings, preparing funding and trust documents, and maintaining meticulous digital records.

Qualifications

• Associate's or Bachelor's degree preferred or equivalent experience.
• Experience as a Paralegal or Legal Assistant in Estate Planning/Probate preferred.
• Excellent organizational and communication skills.
• Proficient in legal document preparation and digital document management.

Responsibilities

• Client Engagement: communicate with clients via phone, email, and mail to coordinate meetings and guide them through the estate planning process.
• Trust Funding Support: prepare funding documents and assist in retitling assets into trusts.
• Meeting Coordination & Support: prepare files for meetings, take notes, assist with plan reviews, and notarize documents.
• Project Management: prioritize and manage multiple projects, track deadlines, and ensure smooth communication.
• Document Management: print, organize, scan, file documents, and maintain digital records in practice management systems.
• Continuous Improvement: suggest ways to improve internal processes and client experience.

Skills

Organizational skills

Communication skills

Time management

Problem-solving

Education

Associate or Bachelor's degree preferred

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!

Qualifications:

• 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.

Benefits:

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