Paralegal – Assistant Estate Planning & Estate Administration
Full-Time | Small Law Firm
About Us We are a small, client-focused law firm practicing in the areas of Estate Planning, Probate, Elder Law, Estate & Trust Administration, Real Estate, and Business Law. We pride ourselves on delivering exceptional service with compassion, confidentiality, and efficiency.
Position Overview We are seeking a full-time Paralegal to join our team, primarily supporting our estate planning and estate administration practice areas. The ideal candidate is highly organized, detail-oriented, personable, and comfortable working in a fast-paced environment.
Key Responsibilities
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Assist attorneys in preparing estate planning documents, including wills, trusts, powers of attorney, and related materials.
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Support estate and trust administration tasks, including gathering asset information, preparing inventories and accountings, and communicating with financial institutions.
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Draft correspondence, legal documents, and forms with accuracy and attention to detail.
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Organize and maintain client files (digital and physical).
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Interact with clients in a professional, compassionate, and supportive manner.
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Coordinate and schedule client meetings, document signings, and follow-ups.
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Conduct basic legal and factual research as needed.
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Maintain strict confidentiality of all client and firm information.
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Other administrative and paralegal duties as assigned.
Qualifications
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Prior paralegal experience preferred; experience in estate planning or probate is a strong plus.
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Exceptional organization and attention to detail.
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Ability to manage multiple tasks and deadlines in a fast-paced environment.
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Strong interpersonal skills and the ability to work collaboratively with attorneys, staff, and clients.
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Demonstrated responsibility, dependability, and sound judgment.
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Proficiency in Microsoft Office Suite (Word, Outlook, Excel, etc.).
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Excellent written and verbal communication skills.
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Ability to maintain strict confidentiality at all times.
What We Offer
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A supportive, team-oriented small-firm environment.
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Meaningful work that impacts clients and families.
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Opportunities to develop skills in estate planning and administration.