Estate Planning Senior Paralegal

We are seeking a highly skilled and motivated Estate Planning Senior Paralegal with a minimum of five years' experience to join our law firm.

This position requires someone who can demonstrate empathy and has expertise in drafting wills, trusts, powers of attorney, advanced directives, and other related documentation.

We're looking for an individual who has excellent communication abilities, is driven to make a real difference, and would appreciate the opportunity to be part of an encouraging team.

If this sounds like you, please send your resume and cover letter in pdf form to [email protected] with the subject line AMMAPARAEP.

Compensation :

$50,000 - $60,000 yearly

Responsibilities :

• Review and organize client documents
• Communicate with clients regarding information and documents needed to complete preparation of estate plan
• Prepare estate planning document drafts including wills, trusts, powers of attorney, and advanced directives for health care
• Provide detailed review and proofreading of documents to ensure proper formatting, grammar, punctuation, and spelling
• Manage workflow of cases
• Learn other areas of practice
• Support other staff members as needed to ensure all clients receive an excellent client experience
• Interact with clients providing excellent customer service

Qualifications :

• Five years of experience as an estate planning paralegal
• Proficient with Microsoft Office
• Proficient with practice management software
• Proficient with document drafting software
• Experience with WealthCounsel and ElderCounsel is a plus
• Ability to show empathy to clients and put them at ease
• Attention to detail
• Willingness to become proficient in the firm’s other areas of practice
• Customer service experience

About Company

We provide solutions to the legal challenges that accompany aging and disability. We are a full-service elder and special needs law firm dedicated to assisting our clients with estate planning, probate, Medicaid planning, special needs planning, and guardianship.

Since its inception in 2012, our firm has had a consistent track record of growth. This has been achieved through the approach we take to the client experience.

Our clients are not case or matter numbers; they are members of our community, our neighbors, and people we care deeply about.

The mission of our firm is to help caregivers take care of their loved ones.