estate planning paralegal

Rekruno Solutions Inc.

Job Title: Estate Planning Paralegal Location: Hayden, ID (REMOTE) Employment Type: Full-TimeAbout the Role: A growing virtual estate planning law firm is seeking a detail-oriented and professional paralegal with strong technical writing skills. This role involves drafting precise legal documents, managing client communications, and collaborating with attorneys and financial partners.Key Responsibilities:<ul><li>Draft estate planning documents and professional correspondence.</li><li>Maintain organized digital files and track case progress.</li><li>Conduct virtual client meetings to review documents and gather revisions.</li><li>Prepare and e-file probate-related documents.</li><li>Coordinate with clients and advisors on trust funding and account matters.</li></ul>Qualifications:<ul><li>Excellent grammar, writing, and critical-thinking skills.</li><li>Paralegal certification, degree, or 2+ years of relevant experience.</li><li>Proficiency with Microsoft Office and Adobe Acrobat.</li><li>Experience with WealthDocx or Estate Planning preferred.</li><li>High attention to detail and ability to manage multiple priorities.</li></ul>Compensation &amp; Benefits:<ul><li>$22 to $30 an hour (DOE), 36&ndash;40 hours/week</li><li>Schedule: Mon&ndash;Thu 8am&ndash;5pm, Fri 8am&ndash;2pm PST</li><li>Paid holidays, vacation, 401(k) with employer match, and supplemental insurance</li></ul>Job Type: Full-timePay: $22.00 - $30.00 per hourExpected hours: No less than 40 per weekExperience:<ul><li>WealthDocx or estate planning: 2 years (Required)</li></ul>Work Location: In person

Estate Planning Paralegal

Hickman Lowder Lidrbauch & Welch Co., L.P.A.

About Hickman Lowder Lidrbauch &amp; Welch Co., L.P.A.Hickman Lowder is a well-established law firm renowned for providing compassionate legal services to families, individuals with special needs, and the elderly. We are deeply committed to fostering strong community ties and advocating for those who need it most. Our firm values integrity, empathy, and innovation, and we are seeking a proactive, curious, and friendly paralegal to support the attorneys who work in our Sheffield Village office.Position Overview Hickman Lowder is seeking a paralegal to work in our probate and estate planning areas of practice. This position will communicate with clients, courts, and attorneys. The ideal candidate has above-average attention to detail with excellent written and verbal communication skills. While we prefer a candidate with experience, we are willing to train and support a paralegal who has a positive attitude and is interested in learning new areas of the law.The successful candidate will work from 8:30 am to 5:00 pm on Mondays through Fridays in our Sheffield Village, Ohio, location. Paralegals are permitted to intermittently work from home or flex their schedule based on the needs of clients and managing attorneys.Key Responsibilities<ul><li>Assisting the attorneys in handling probate matters and completing probate forms for estate administration, guardianships, minor and adult ward settlements, and administration of special needs trusts, wrongful death trusts, and minor trusts</li><li>Recording deeds and filing documents in person and electronically</li><li>Communicating with third parties such as tax preparers, referral sources, and probate courts</li><li>Learning the local rules and forms for multiple Ohio probate courts</li><li>Managing attorney calendars and preparing for hearings</li><li>Drafting outgoing correspondence and managing incoming correspondence</li><li>Preparing estate planning documents including wills, powers of attorneys, advanced directives, trusts, and deeds under the supervision of the attorney</li><li>Attending client signing meetings and serving as a witness or notary</li><li>Prioritizing workflow</li><li>Other responsibilities as assigned</li></ul>Qualifications<ul><li>Prior paralegal experience in a law firm or adegree in paralegal studies or a related field</li><li>Strong computer skills including proficiency with Microsoft Office Suite and Foxit</li><li>Client file management using both electronic and paper files</li><li>Experience with document assembly programs, case management software, or similar applications</li><li>Ability to accurately record billable and non-billable time</li><li>Successful BCI background check</li></ul>Preferred Qualifications<ul><li>Highly flexible, adaptable, and able to manage multiple files with shifting priorities</li><li>Ability to handle novel and repetitive tasks</li><li>Independent and self-motivated, with strong organizational and project management skills</li><li>Ability to work within a team as well as individually</li><li>Above-average attention to detail</li><li>Exceptional interpersonal skills; able to engage effectively with colleagues, clients, and community stakeholders</li><li>Compassionate, with experience or a genuine interest in working with individuals with special needs and elderly clients</li><li>Excellent writing, editing, and proofreading abilities</li><li>Creative thinker</li><li>Curious to learn and apply local rules and statutes</li></ul>Why join Hickman Lowder?<ul><li>Be part of a values-driven team dedicated to making a positive difference in people&rsquo;s lives</li><li>Enjoy a workplace that allows you to make an impactful contribution</li><li>Grow professionally within a well-respected and community-oriented law firm</li><li>Competitive compensation based on experience</li></ul>Job Type: Full-timePay: $22.00 - $33.00 per hourExpected hours: 37.5 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li></ul>Work Location: In person

Probate and Estate Planning Paralegal

Law Office of Lorna J. Drope

Estate Planning ParalegalAre you a paralegal looking for a change? Do you want a rewarding career where you can make a positive impact on others? Do you have a connection with, or interest in, the special needs community? If so, this may the opportunity for you.We are a small full-service estate planning/probate law firm specializing in serving families with loved ones with disabilities. We are seeking an experienced paralegal that is interested in a long-term career opportunity. Our practice is unique and rewarding! We are looking for that perfect candidate to add to our amazing team.Major responsibilities include:<ul><li>Providing support to attorneys</li><li>Preparing estate planning documents. (WealthDocs knowledge a plus.)</li><li>Preparing, processing &amp; filing probate court documents</li><li>Preparing and filing documents with recorder's office</li><li>Maintaining client database</li><li>Maintaining legal calendar</li><li>Email &amp; telephone correspondence with clients</li><li>Copying, scanning, &amp; filing documents</li><li>Answering phones and greeting clients</li><li>Assist with workshops and resource/vendor fairs</li></ul>Job Qualifications<ul><li>Bachelor's degree or paralegal certification</li><li>4+ years paralegal/legal assistant experience</li><li>Excellent verbal and written communication skills</li><li>Detail oriented and highly organized</li><li>Ability to work with a high degree of accuracy</li><li>Strong computer proficiency including MS Word, Excel, PowerPoint, Outlook; ability to learn new programs as needed</li><li>Self-motivated, flexible, with exceptional follow-through skills</li><li>Minimum typing speed of 55 wpm</li><li>Experience/familiarity with the special needs community a plus</li><li>Experience probate work a plus</li><li>Notary public license a plus</li></ul>Please submit your resume/CV and cover letter. To be considered for this position, you must submit a cover letter and complete the phone screen.Pay is commensurate with skills, ability, and experience.Due to time constraints, we will only contact the most competitive candidates.Work Remotely<ul><li>No</li></ul>Job Type: Full-timePay: $30.00 - $35.00 per hourBenefits:<ul><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Probate/Estate Planning Paralegal - Career Opportunity

Lantz Law, Inc.

Dartmouth law firm seeking the services of a professional paralegal familiar with probate, real estate and estate planning matters. Ideal candidate will have 3 to 5 years of experience in these fields. Position reports to the owner of the firm as well as one other attorney.Duties and responsibilities will include:<ul><li>Document preparation for probate court filings</li><li>Document preparation for estate plans</li><li>Document preparation for trust administration and estate tax returns</li><li>Organizing files and preparing for real estate closings</li><li>Electronic filing of documents with courts and Registries of Deeds</li><li>Maintaining files for correspondence and bill of clients</li><li>Client and professional contact and communication</li></ul>The candidate must be able to work independently in a fast-paced environment. Must also have:<ul><li>Excellent written and verbal communication skills</li><li>Ability to interact efficiently and professionally with clients and colleagues in person, by phone and by electronic means</li><li>A cooperative and positive manner and be will to work well with others and assume other responsibilities as they arise in the office</li></ul>Associate&rsquo;s degree preferred, but not required.Licenses or educational achievement in the probate, real estate and estate planning fields a plus.This is a full-time position.Please send a cover letter with resume.Job Type: Full-timePay: From $25.00 per hourExpected hours: 33.25 per weekBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>Paralegal/Legal Assistant: 3 years (Preferred)</li></ul>Work Location: In person

Paralegal

Pacific Estate Planning P.C.

Pacific Estate Planning is looking for an enthusiastic and outgoing paralegal. Drafting accurate legal forms is important for all law firm positions, but this position is particularly looking for someone who enjoys regular client interaction and advocating on their behalf.Prior Trust/Estates law experience is appreciated, but not required.We are a law firm focused on estate planning. We also do probate, trust administration, debt collection defense, and business law. This is a primarily transactional (non-litigation) firm. We have a supportive environment and mentor our staff to reach their full potential. We are focused on client results and promote a cooperative work environment.All applicants must have professional experience with Microsoft Word, Microsoft Outlook, and Excel.A four year college degree is required. A paralegal certificate is also required. Please provide paralegal certificate along with resume.Your work week would be Tuesday - Saturday with Sundays and Mondays off.We are happy to train any motivated individual. If you don't know how to do any of the below, that is ok! If you are excited to learn, our attorney will happily teach you.Job DutiesYour duties would include, but not be limited to:<ul><li>Meeting with clients to learn about their family, finances, and wishes to gather the required information for their estate plan;</li><li>Drafting Estate Planning documents, including Wills, Trusts, Deeds, and Powers of Attorney;</li><li>Drafting a variety of trust or estate administration documents;</li><li>Assist clients by answering their questions regarding trust funding;</li><li>Meeting with clients to gather information regarding their assets, liabilities, loans, monthly income, and monthly expenses;</li><li>Engage in conference calls with clients and their creditors, and negotiate with their creditors on their behalf - independently at first, and then under attorney supervision when appropriate;</li><li>Assist clients by answering their questions regarding their retirement accounts and calling their retirement companies with them to gain further answers to their questions;</li><li>Printing and Scanning of Legal Documents;</li><li>Reviewing legal documents and correcting typographical errors;</li><li>Writing engagement letters and providing clients with signed agreements;</li><li>Drafting and submitting bills to clients (not collections);</li><li>Attending networking events and tradeshows with our attorney; and</li><li>Various legal research and administrative tasks.</li></ul>*Training will be provided to you in a supportive work environment.*We value our staff and offer:<ul><li>401k</li><li>Bonus potential</li><li>Growth potential</li><li>Mentoring by our attorney</li><li>Paid time off-vacation and sick time</li><li>Free Parking</li><li>Health Care Coverage Negotiable</li></ul>Our firm is proud of its work and encourage all applicants to read our 300+ five star reviews on google.This position is for immediate hire. To apply, please submit a detailed resume as well as either (1) a cover letter or (2) a 5-10 minute video telling us why you are searching for a position at our firm, why you would be the best fit for our firm, and what draws you towards the law that we practice. Respond by email to Andrew@PacificEstatePlanning.com and apply@PacificEstatePlanning.com.Applicants will be asked for a copy of their paralegal certificate. We will contact those candidates that we feel may be a good fit for us. Candidates may be invited to work in the office for a paid trial period. Offers may be made after the trial period.Job Type: Full-timePay: $30.00 - $35.00 per hourBenefits:<ul><li>Paid time off</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>License/Certification:<ul><li>Paralegal Certificate (Required)</li></ul>Ability to Commute:<ul><li>Murrieta, CA 92563 (Required)</li></ul>Ability to Relocate:<ul><li>Murrieta, CA 92563: Relocate before starting work (Required)</li></ul>Work Location: In person

Paralegal (Paralegal Certificate Required)

McCullough Sparks

PARALEGAL We are McCullough Law. We are not for people looking for a job. We are for people who believe in the nobility of service looking for an opportunity to join a high-performing team of professionals committed to bringing out the best in those willing to give their best. We are a fast-growing, mission-driven organization reimagining the gold standard for performing and delivering legal services. We are builders of legacies, teams, and strategies. We believe in doing work that matters; that lasts; and that serves.You will thrive here if you are energized by challenge, driven by purpose, and committed to building something bigger than yourself.You are a Paralegal. You are energized by caring for clients and have a passion for people and precision. With sharp attention to detail, strong interpersonal skills, and a love for the complexity and power of words, you play a key part in building trust-based relationships with clients, third-party advisors, and team members. You are constantly collaborating with the team, helping clients navigate the intricacies of estate planning, trust administration, and business law, and rising to the challenge of the fast-paced legal services world. You act as notetaker, compass, sounding board, and all-around support for the attorney both in and out of meetings. You also take pride in drafting sophisticated legal documents that shape legacies and protect families for generations.As a Paralegal, your day-to-day may involve: <ul><li>Developing strong and trusted relationships with clients and advisors through timely and accurate communications.</li><li>Working directly with attorneys and the Client Management team to ensure the best recommendations are made and fulfilled.</li><li>Drafting customized legal documents for attorney and copyediting review.</li><li>Conducting legal research to ensure documents meet federal, state, and IRS tax laws.</li><li>Reviewing estate information, structure, and asset documentation for accuracy.</li><li>Updating legal documents based on clients&rsquo; changing needs and objectives.</li><li>Gathering information from clients and advisors to ensure client success.</li><li>Maintaining a comprehensive and accurate history for each client.</li><li>Collaborating with team members on all aspects of clients&rsquo; estates.</li><li>Preparing business entities, operating documents, and business audits as part of estate planning and asset protection strategies.</li><li>Ensuring legal documents and asset transfer documents articulate and achieve clients&rsquo; objectives and adhere to attorney recommendations.</li></ul>You will find success here if&hellip; &hellip; you are a humble perfectionist: a detail-loving, energized-by-work big thinker; a team player who sees problems as opportunities; and a relentless, never-satisfied improver.Our investment in your Becoming begins with&hellip; ...your growth and development:<ul><li>Approximately 900 hours of professional, role-specific training within your first nine months.</li><li>McCullough Lifelong Learning Courses covering emotional resilience, leadership, communication, teamwork, confidence, big-picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Microsoft 365, rules of professional conduct, professional writing, reading legal documents, recognizing and selling value, and teaching and training skills.</li><li>Approximately $20,000 in annual McCullough Lifelong Learning course enrollment.</li></ul>...your work-life synergy:<ul><li>Fifteen paid holidays</li><li>Generous PTO</li></ul>...your health and wellness:<ul><li>Health, dental, and vision insurance, and life insurance with generous premium coverage</li><li>VASA gym membership reimbursement</li><li>Employee Assistance Program</li></ul>...your investment in your current and future financial success:<ul><li>401(k) matched up to 6%</li><li>Salary: $60,000 - $69,000 (depending on experience and skillset)</li><li>Potential performance bonuses</li></ul>Housekeeping: <ul><li>Location: Provo, Utah</li><li>Status: Full time, 100% on site</li><li>Preferred Experience: 3+ fulltime professional years in client services, legal drafting, or client relations</li><li>Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.</li></ul>Job Type: Full-timePay: $60,000.00 - $69,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Bush Ross, P.A

<div>Description:

The Company
Bush Ross is a full service large local law firm located on Tampa&rsquo;s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, and ethical problem solvers. We are committed to providing a &ldquo;client-first&rdquo; culture that emphasizes the care and concern for clients, as well as our employees.
The Position
We are currently growing our Trusts, Estate, and Private Wealth Practice Group and are looking for a Legal Assistant/Paralegal to support 4 attorneys. The ideal candidate will have experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn (i.e., legal assistant/paralegal in a different practice area, perhaps with a transactional focus).
Why Bush Ross?
We foster a modern, business-professional environment where employees are valued and supported. In addition to competitive compensation, we are proud to offer our employees:<ul><li>Comprehensive benefits packages</li><li>Generous paid time-off</li><li>401k plan with profit sharing</li><li>Free parking</li></ul>
Bush Ross is an EEO employer.
Requirements:

Essential responsibilities of the position will include:<ul><li>Organizing, tracking, and maintaining original documents and electronic files in document management system</li><li>Scheduling meetings, deadlines, and maintaining attorney calendars</li><li>Administrative operations such as: trust deposits; check requests, expense reimbursement</li><li>Remit Bush Ross bills to client for payment/follow-up</li><li>File documents with the courts or other government entities</li><li>Electronic document management</li><li>Compile closing binders/legal documents for transmission to client</li><li>Performing initial assessment of project/matter deliverables and requirements</li><li>Working with the Attorney to develop appropriate estate/trust plan for clients</li><li>Drafting, proofing, and finalizing legal documents to include pleadings and estate plans</li><li>Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment</li><li>Track status of tasks and documents requiring action by client/prospective client</li><li>Contacting state and federal agencies</li><li>Performing records research, review, and analysis</li><li>Communicating and meeting with clients, as needed</li><li>Notarization of Documents</li></ul>
Ideal candidates for this position will possess the following qualifications:<ul><li>Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn</li><li>Excellent written and verbal communication skills are required</li><li>Must be a self-starter, professional, team player with a pleasant demeanor</li><li>Ability to work in a fast-paced environment, adapt quickly to changing priorities</li><li>Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches</li><li>Familiarity with WorkShare, electronic filings with governmental entities and document management systems.</li><li>Ability to work overtime</li></ul></div>

Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

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Estate Planning Paralegal

Probate and Estate Planning Paralegal

Probate/Estate Planning Paralegal - Career Opportunity

Paralegal

Paralegal (Paralegal Certificate Required)

Paralegal

Trusts, Estates, and Private Wealth Legal Assistant/Paralegal