Virtual Estate Planning Paralegal — Flexible Hours

Hargrove; Oregon; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full-time Employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Fun coworkers and growth potential!

Job summary

Hargrove is seeking an experienced Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw, onboard clients, schedule meetings, and assist with drafting and reviewing estate planning documents.

Strong written and verbal communication, independence, confidentiality, and meticulous organization are essential for this role. You will collaborate with attorneys and financial advisors, manage calendars, guide clients through the

Qualifications

• 4+ years of experience in Estate Planning and drafting Estate Planning documents.
• Prior experience with case and/or project management including coordinating multiple calendars.
• Proficiency in Microsoft Word, Excel, Outlook, and Zoom; basic ability to learn new tech systems.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication skills.
• Commitment to customer service and confidentiality.
• Team-player who thrives in a fast-paced, collaborative environment.

Responsibilities

• Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; enter/update data, etc.
• Communicate with financial advisors and clients to ensure they properly engage and complete required tasks.
• The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role.
• Monitor and respond to inquiries through the online support function (chat, email, and video meetings).
• A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses.
• Provide technical guidance to users on NetLaw system, video conferences tools, and other technology.
• Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc.
• Complete other tasks as assigned by management.
• Assist in the oversight and training of legal assistants for the virtual practice.

Skills

Estate planning

Calendar coordination

Microsoft Word

Excel

Outlook

Zoom

Communication

Confidentiality

Team player

Tools

NetLaw

Zoom

Job description

Hargrove is seeking an experienced Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw, onboard clients, schedule meetings, and assist with drafting and reviewing estate planning documents.

Strong written and verbal communication, independence, confidentiality, and meticulous organization are essential for this role. You will collaborate with attorneys and financial advisors, manage calendars, guide clients through the