Signing Paralegal: Estate Planning Client Advocate

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

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