Senior Estate Planning Paralegal: Client-Focused Growth

Sechler Law Firm; Pennsylvania; On-site; USD 55,000 - 85,000; Full time

Job summary

Sechler Law Firm seeks an experienced Estate Planning Paralegal to draft wills, trusts, and powers of attorney, fund trusts, and retitle assets. You will interact with clients daily as you support our attorneys with estate planning matters.

The role requires at least 5 years of paralegal experience in estate planning, a paralegal certificate preferred, and strong Word/Excel skills. Join a firm focused on helping families protect their nest eggs.

Qualifications

• Minimum 5 years of paralegal experience in estate planning or related fields.
• Paralegal certification from an accredited program preferred.
• Experience with trust funding is a desired.
• Proficiency with Microsoft Word and Excel required.

Responsibilities

• Draft estate planning documents like wills and trusts.
• Draft and review deeds.
• Maintain a library of financial institution forms.
• Communicate with clients to keep them apprised of case status.
• Assist with educational events for clients.
• Prepare documents to be recorded with governmental organizations.
• Serve as a liaison between our firm and financial institutions.

Skills

Trust Funding

Paralegal experience

Client communication

Education

Paralegal certification from an accredited program

Tools

Microsoft Word

Excel

Job description

Sechler Law Firm seeks an experienced Estate Planning Paralegal to draft wills, trusts, and powers of attorney, fund trusts, and retitle assets. You will interact with clients daily as you support our attorneys with estate planning matters.

The role requires at least 5 years of paralegal experience in estate planning, a paralegal certificate preferred, and strong Word/Excel skills. Join a firm focused on helping families protect their nest eggs.