Signing Paralegal

Crisp Recruit; Kennewick (WA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

100% employer-paid medical

Dental and vision coverage

401(k) with employer match

Paid holidays

Office closure between Christmas and N

Travel mileage reimbursement

Job summary

Elevated Estate Planning, P.S. seeks a Signing Paralegal to manage the client journey through the document signing process in our Kennewick office.

You will ensure documents are prepared correctly and clients understand their estate plans, contributing to peace of mind for families we serve. In this client-facing role, you will guide clients post-consultation, review documents for accuracy, coordinate four signing appointments per day, and collaborate with front desk staff and visiting

Qualifications

• Relevant Experience: Previous paralegal or legal experience is preferred, with estate planning experience considered a strong plus. We are also open to experienced legal intake or similar professionals who demonstrate strong transferable skills and are eager to grow into paralegal work.
• Communication Skills: Ability to explain complex legal concepts in understandable terms and adapt to the client's knowledge level.
• Detail-Oriented: Strong attention to detail in reviewing and preparing legal documents.
• Organizational Skills: Adept at managing multiple client relationships and maintaining a high-volume appointment schedule.
• Technology Proficiency: Familiar with Microsoft Office and capable of adapting to the firm’s in-house CRM and evolving systems.
• Thick-Skinned: Able to handle challenging questions and a range of personalities with composure and professionalism.

Responsibilities

• Client Management: Guide clients through the signing process post-consultation, acting as their main point of contact.
• Document Preparation: Review estate planning documents for accuracy and completeness at least two weeks before the signing appointment.
• Appointment Coordination: Conduct approximately four signing appointments per day, ensuring adherence to schedule while maintaining thoroughness.
• Quality Assurance: Identify and flag spelling, formatting, and other document inconsistencies before attorney final review, helping ensure documents are accurate and ready for signing.
• Communication: Provide clear explanations of documents to clients, addressing questions and escalating legal issues to the attorney as needed.
• Office Collaboration: Work closely with Kennewick's Front Desk Coordinator and visiting attorneys to maintain smooth operations.
• Travel Support: Occasionally travel to the Yakima office to provide additional support, with mileage reimbursed.

Skills

Paralegal experience

Estate planning experience

Legal intake experience

Transferable skills

Client communication

Attention to detail

Organizational skills

Microsoft Office

CRM familiarity

Thick-skinned

Tools

Microsoft Office

CRM systems

Job description

Are you ready to take ownership of client relationships in a dynamic legal setting?

Do you excel in ensuring detailed and accurate legal documentation is ready for client review?

Can you confidently manage a high-paced schedule of client interactions and signings?

Is your professional approach characterized by patience and effective communication?

Final question: When faced with a challenge, do you get excited or run away?

Elevated Estate Planning, P.S. is a trusted name in Washington for those seeking to secure their legacy and protect their loved ones' future. With over 25 years of combined experience, our firm specializes in estate planning, elder law, and probate, offering comprehensive legal guidance tailored to individual client needs. We are deeply committed to providing security and peace of mind to our clients, ensuring that their estates are strategically planned and managed.

Our firm prides itself on a client-centered approach, ensuring that each family we work with receives personalized service that's attuned to their specific circumstances. With offices located in Spokane, Kennewick, and Yakima, we serve a wide region and are dedicated to strategically preserving assets through methods like trusts, powers of attorney, and advanced directives. Our mission is to make complex legal processes accessible and manageable, helping clients take proactive steps towards planning their legacies.

The Signing Paralegal role at Elevated Estate Planning is crucial for maintaining our commitment to excellence in client service. This position exists to manage the client journey through the document signing process in our Kennewick office. By ensuring that all legal documentation is prepared correctly and that clients understand their estate plans, this role supports our mission to deliver peace of mind to every individual and family we serve. The Signing Paralegal will have a direct impact on client satisfaction and the overall efficiency of our legal processes.

What you'll do:

• Client Management: Guide clients through the signing process post-consultation, acting as their main point of contact.
• Document Preparation: Review estate planning documents for accuracy and completeness at least two weeks before the signing appointment.
• Appointment Coordination: Conduct approximately four signing appointments per day, ensuring adherence to schedule while maintaining thoroughness.
• Quality Assurance: Identify and flag spelling, formatting, and other document inconsistencies before attorney final review, helping ensure documents are accurate and ready for signing.
• Communication: Provide clear explanations of documents to clients, addressing questions and escalating legal issues to the attorney as needed.
• Office Collaboration: Work closely with Kennewick's Front Desk Coordinator and visiting attorneys to maintain smooth operations.
• Travel Support: Occasionally travel to the Yakima office to provide additional support, with mileage reimbursed.

What we’re looking for:

• Relevant Experience: Previous paralegal or legal experience is preferred, with estate planning experience considered a strong plus. We are also open to experienced legal intake or similar professionals who demonstrate strong transferable skills and are eager to grow into paralegal work.
• Communication Skills: Ability to explain complex legal concepts in understandable terms and adapt to the client's knowledge level.
• Detail-Oriented: Strong attention to detail in reviewing and preparing legal documents.
• Organizational Skills: Adept at managing multiple client relationships and maintaining a high-volume appointment schedule.
• Technology Proficiency: Familiar with Microsoft Office and capable of adapting to the firm’s in-house CRM and evolving systems.
• Thick-Skinned: Able to handle challenging questions and a range of personalities with composure and professionalism.

Why you should work here:

• Client Impact: Make a tangible difference in clients' lives by helping them secure their family's future.
• Autonomy: Enjoy the independence of conducting signing appointments and managing client journeys.
• Growth Environment: Opportunities to expand your expertise in estate planning and engage in meaningful, client-facing work.
• Supportive Culture: Collaborate with seasoned attorneys and dedicated support staff in a focused, quiet office setting.
• Medical Benefits: 100% employer-paid medical, dental, and vision coverage for full-time employees, eligible after approximately 60 days.
• Retirement Savings: Access to a 401(k) with a 3% employer match, starting after one year of service.
• Paid Holidays: Enjoy paid holidays and a firm-wide paid office closure between Christmas and New Year's.
• Travel Reimbursement: Mileage covered for inter-office travel between Kennewick and Yakima.

Join Elevated Estate Planning, P.S., where you'll play a vital role in guiding clients smoothly through the estate planning process and ensuring they understand and are comfortable with their important legal decisions. If you’re detail-oriented, thrive in a client-facing environment, and are ready to contribute to a team committed to excellence, we invite you to apply.