estate planning paralegal

Acc Success

Our growing estate planning law firm is seeking an experienced Estate Planning Paralegal to join our team. If you are organized, detail-oriented, dependable, and passionate about helping families protect their assets and legacy, we&rsquo;d love to speak with you. Must be a people person who enjoys client interactionsAbout the RoleThe Estate Planning Paralegal will support our attorneys through the full lifecycle of estate planning matters, including intake, drafting, file management, and client communication. You will play a key role in ensuring clients receive exceptional service and a smooth, streamlined experience.Must-Have Qualifications<ul><li>Minimum 2 years of hands-on estate planning paralegal experience</li><li>Strong understanding of estate planning documents, including:</li></ul>WillsRevocable living trustsPowers of attorneyAdvance directivesDeeds<ul><li>Experience preparing client questionnaires, organizing files, and supporting attorneys throughout drafting and signing processes</li><li>Exceptional attention to detail and accuracy</li><li>Strong communication skills for direct client interaction</li><li>Ability to manage multiple matters in a fast-paced law firm</li><li>Experience in drafting, reviewing, editing and proofreading wills, trust, powers of attorney, advance directives and deeds, with accuracy and precision.</li></ul><ul><li>Reviewing with clients wills, trust, powers of attorney, advance directives and executions of the same documents.</li><li>Effective communication skills including professional phone etiquette are important for interacting with clients and team members.</li></ul><ul><li>Interviewing and gathering information from clients to prepare estate planning documents.</li><li>Organize and maintain case files through legal case management systems like Clio and Asana.</li></ul>Nice-to-Have Qualifications<ul><li>Probate experience (petitions, notices, filings, estate administration steps)</li><li>Experience with law firm case management software</li><li>Experience working in a high-volume legal practice</li></ul>Key Responsibilities<ul><li>Assist attorneys with all stages of estate planning matters</li><li>Prepare, organize, edit and finalize estate planning documents</li><li>Manage client communication, scheduling, and follow-up</li><li>Interview and gather information from clients to draft and execute estate planning documents</li><li>Maintain accurate client files and document checklists in legal case management systems</li><li>Support signing appointments and ensure documents are properly executed</li><li>Coordinate updates, amendments, and document delivery to clients</li><li>Draft deeds and corporate assignments to fund trusts</li><li>Work collaboratively with attorneys and support staff</li><li>Help with presentations and workshops</li><li>Support administrative functions including phone etiquette, scheduling appointments, filing documents, and providing executive administrative support when needed.</li><li>Preparing binders to deliver to the clients their executed estate planning documents</li><li>Record deeds</li></ul>Pay: $50,918.68 - $61,321.42 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Estate Planning Paralegal

Zimmer & Rens LLC

Zimmer &amp; Rens LLC is a law firm that provides transactional and litigation legal services in the practice areas of real estate, business, probate, estate planning, family, employment, and construction law. Our office is conveniently located in Brookfield, Wisconsin.We are seeking to hire an experienced, full-time paralegal. The ideal candidate will be bright and friendly, with a positive, can-do attitude, who is eager to be productive. This position will involve typical paralegal tasks such as preparing documents, organizing exhibits, drafting spreadsheets, data entry, client and court communications, assisting with discovery, and other paralegal tasks. We are hiring for a litigation-focused position, but the role will involve some new client intake, general administrative, transactional, and estate planning related paralegal tasks as well.Zimmer &amp; Rens LLC is a fun place to work with a great team of people. We are well-supported with modern software and equipment. Our core values include excellent quality legal representation, teamwork, keeping it real, and embracing technology and growth. The ideal candidate will demonstrate these values.Qualifications include:-Paralegal Certification or Bachelor's Degree-Experience working in an office (preferred)-Great attention to detail-Strong organizational skills-Excellent communication skills, including writing, editing, and proofreading-Strong work ethic and commitment to confidentiality-Experience in Microsoft Office applications (preferred)Compensation is by salary, commensurate with experience and skill. Zimmer &amp; Rens LLC also offers health, dental, and vision benefits. Remote work is allowed on an as-needed basis, typically no more than 20% of the time. This position includes two weeks of paid time off.Job Type: Full-timePay: $45,000.00 - $55,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Parental leave</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Work Location: In person

Paralegal

Peakstone Law Group

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 Benefits:
 
 
 
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 401(k)
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 401(k) matching
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 Bonus based on performance
 
 
 
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 Probate and Estate Planning Paralegal? We want you!
 
 
 Are you an experienced probate paralegal that loves helping people going through a hard time? Are you excited to be an important part of a growing probate team at a small law firm? If so--we want talk to you!
 
 
 We are seeking a skilled probate paralegal to join our growing team to provide strong support and collaboration to our probate attorneys and first-rate client services to our clients.
 
 
 Who are we?
 
 
 Peakstone Law Group (formerly Patterson Weaver Law) is a small Colorado Springs law practice offering excellent legal representation in Probate and Estate Administration, Estate Planning, Criminal Defense, and Personal Injury matters. The firm has a collegial and friendly work atmosphere with a client-centered approach to our practice. Our mission purpose is simple: We help people.
 
 
 We just opened a brand new flagship office in the Rockrimmon are of Colorado Springs and are looking for a dedicated new teammate to help us continue to grow our firm.
 
 
 Qualifications:
 
 
 The ideal candidate is enthusiastic, compassionate, and friendly with experience in all aspects of probate matters, including probate litigations and hourly billing. An ability to maintain calm and friendliness while multitasking is essential. This position is the primary point of contact for all probate clients. Exemplary customer service skills are essential. Other qualifications include:
 
 
 BASIC REQUIREMENTS:
 
 
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 A minimum of 3 years of probate paralegal experience, including probate litigation experience, is required
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 Thorough knowledge of probate processes, procedures, and systems required
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 Experience with entering time for hourly billing purposes and familiarity and comfort with reasonable hourly billing requirements
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 Strong writing, editing, and proofreading skills
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 Tremendous attention to detail
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 Estate Planning experience a strong bonus
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 Proficiency with Microsoft Office applications, including Word, Excel, Teams, and Outlook required
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 Bilingual in Spanish a bonus
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 Prompt, responsible, accountable, and trustworthy
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 College degree a plus but not required
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 Ability to follow direction and adhere to firm policies and procedures a must
 
 
 
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 CUSTOMER SERVICE:
 
 
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 Commitment to the client experience
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 Empathetic/Compassionate
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 Ability to establish rapport and credibility with clients
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 Polished demeanor for interacting with clients
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 Responsive
 
 
 
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 COMMITMENT:
 
 
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 Initiative
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 Ownership
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 Work ethic
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 Executes and follows through to completion
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 Desires to invest in the firm and build a long-lasting relationship and commitment to the firm
 
 
 
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 PROFESSIONALISM:
 
 
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 Ability to work independently as well as effectively as part of a team
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 Ability to follow direction of team attorneys
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 Professional demeanor when interfacing with clients
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 Professional Appearance
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 Resiliency
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 Vested interest in success of the Firm
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 Strong organizational skills and attention to detail
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 Prompt, responsible, honest, and trustworthy.
 
 
 
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 COMMUNICATION:
 
 
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 Open, direct, clear, and above all respectful communicator, both with clients as well as with all staff
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 Excellent oral and written communication skills
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 Listens effectively
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 Open to coaching
 
 
 
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 PROBLEM SOLVING:
 
 
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 Ability to define the problem
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 Multitasking and ability to prioritize tasks
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 Asks smart and clarifying questions
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 Figures out how to get things done with minimal attorney direction
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 Ability to anticipate attorney needs and act accordingly
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Probate Paralegal

Law offices of Arlene D Kock APLC

Job Summary We are seeking a dedicated and detail-oriented Family Law Paralegal to join our legal team. The ideal candidate will assist a solo practitioner with ovef 40 years experience in various aspects of family law cases, including divorce, child custody, and estate planning. This role requires strong organizational skills, proficiency in legal research, and the ability to manage multiple tasks efficiently. The Family Law Paralegal will play a crucial role in ensuring that our clients receive the highest level of service and support throughout their legal proceedings.Duties<ul><li>Assist attorneys in preparing legal documents such as petitions, motions, and discovery requests related to family law cases.</li><li>Conduct thorough legal research using tools to support case preparation.</li><li>Draft and proofread correspondence and legal documents to ensure accuracy and compliance with applicable laws.</li><li>Organize and maintain case files, ensuring all documentation is up-to-date and accessible.</li><li>Participate in managing client appointments</li><li>Assist in hearing and discovery calendaring</li><li>Communicate with clients to gather information, provide updates on case status, and address any inquiries.</li><li>Assist in the preparation for court hearings by organizing exhibits and evidence.</li><li>Stay informed about changes in family law regulations, including tribal law regulations, to ensure compliance.</li><li>Collaborate with other legal professionals within the firm to provide comprehensive support for personal injury law, workers compensation law, and estate planning cases.</li></ul>Qualifications<ul><li>Proven experience MINIMUM 5 years experience as a FAMILY LAW paralegal.</li><li>Strong knowledge of family law principles and procedures and court local rules.</li><li>Proficient in legal research methodologies and tools such as Westlaw.</li><li>Excellent proofreading skills with a keen eye for detail.</li><li>Ability to manage multiple priorities while maintaining high standards of accuracy.</li><li>Strong written and verbal communication skills for effective client interaction.</li><li>A proactive approach to problem-solving with the ability to work independently or as part of a team.</li><li>A degree or certification in paralegal studies or related field is preferred but not mandatory.</li></ul>Join our team as a Family Law Paralegal where you can make a meaningful impact on the lives of clients navigating complex family matters. We look forward to welcoming a new member who is passionate about providing exceptional legal support.Job Type: ContractPay: $45.00 - $70.00 per hourExpected hours: 10 &ndash; 30 per weekExperience:<ul><li>Family Law paralegal : 5 years (Required)</li></ul>License/Certification:<ul><li>Paralegal Certification (Required)</li></ul>Ability to Commute:<ul><li>San Ramon, CA 94583 (Required)</li></ul>Work Location: Hybrid remote in San Ramon, CA 94583

Experienced Certified Family Law Paralegal

Two Seas

Position OverviewThis role requires a high level of attention to detail, superb organizational skills, and a deep understanding of legal terminology and court procedures. The ideal candidate is someone who can manage a fast-paced environment, effectively communicate with various stakeholders, and provide purposeful support to legal professionals.Key Responsibilities<ul><li>Answer calls and schedule meetings with attorney</li><li>Draft and prepare legal documents related to Estate Planning, Probate, and Guardianship.</li><li>Conduct legal research and gather relevant information.</li><li>Assist attorney with case preparation and management.</li><li>Maintain and organize client files and records.</li><li>Communicate with clients and other parties as needed.</li><li>Schedule meetings with clients, communicate with clients to keep matters moving toward conclusion</li><li>Draft pleadings and estate documents to attorney specifications.</li><li>Keep, manage, and share timelines of all matters using firm&rsquo;s CRM.</li><li>Present all drafts to the attorney for review.</li><li>All payments, billing, and e-filing will be managed by the attorney.</li><li>Confidentiality and proprietary agreement to be signed.</li></ul>Qualifications<ul><li>Bachelors degree in Arts. Preferably Political Science, Law, or IR.</li><li>Proven experience as a Paralegal in Estate Planning, Probate, and Guardianship is preferred but willing to train a viable candidate.</li><li>Strong knowledge of relevant laws and legal procedures.</li><li>Excellent drafting and writing skills.</li><li>Ability to work independently and manage multiple tasks.</li><li>Strong organizational and communication skills.</li><li>Must have own PC with Microsoft Word and internet access.</li></ul>What We Offer<ul><li>Competitive base salary</li><li>Health Insurance</li><li>Career growth opportunities</li><li>Fun, collaborative, and respectful team environment</li><li>Remote flexibility and modern tools for success</li><li>Performance- based incentives and recognition</li><li>Company Dinners and Tours</li></ul>Job Type: Full-timeWork Location: Remote

Legal Associate

Floyd Law Firm

Job Overview: We are seeking a highly organized and detail-oriented Paralegal to join our legal team. As a Paralegal, you will provide essential support to attorneys by conducting legal research, transcribing documents, and managing case files. Your strong organizational skills and attention to detail will be crucial in ensuring the smooth operation of our legal department.```Duties:``` - Conduct legal research and gather relevant information for cases - Transcribe legal documents, including client interviews and court proceedings - Assist attorneys in preparing legal documents, such as briefs, contracts, and pleadings - Organize and maintain case files, ensuring all documents are properly filed and easily accessible - Collaborate with attorneys to prepare for trials, hearings, and depositions - Coordinate with external parties, such as clients, witnesses, and experts - Proofread legal documents for accuracy and completeness - Utilize document management systems (e.g., Clio) to store and retrieve case-related information - Assist with project management tasks related to case assignments```Requirements:``` - Proven experience as a Family Paralegal or similar role - In-depth knowledge of family legal terminology and procedures - Proficient in conducting legal research using resources such as Lexis-Nexis and Westlaw - Familiarity with document management systems (e.g., Clio, Gsuite)is preferred - Excellent organizational skills and ability to prioritize tasks effectively - Strong written and verbal communication skills - Ability to work independently as well as collaboratively within a teamIf you are a dedicated professional with a passion for the legal field, we encourage you to apply for this position.Note: This job description is intended to provide a general overview of the position and does not include every task or responsibility that may be required.Job Type: Part-timePay: $25.00 - $30.00 per hourExpected hours: 30 per weekBenefits:<ul><li>Employee discount</li><li>Flexible schedule</li><li>Opportunities for advancement</li><li>Professional development assistance</li></ul>Experience:<ul><li>family law paralegal: 2 years (Required)</li></ul>Language:<ul><li>Spanish (Preferred)</li><li>Haitian Creole (Preferred)</li></ul>License/Certification:<ul><li>Paralegal Certificate (Preferred)</li></ul>Ability to Commute:<ul><li>Stuart, FL 34996 (Required)</li></ul>Work Location: In person

Family Law Paralegal -PT-30HR

Lacy Katzen LLP

We all want to ensure that our loved ones will be well cared for and know that the future our families worked so hard to achieve is secure. That, in essence, is why we are so passionate about Elder Law and Medicaid planning at Lacy Katzen LLP. Our Elder Law and Medicaid planning team develop and carry out a plan that will protect as much of our client's assets as the law allows while accessing the appropriate public benefits.Essential Job Duties:<ul><li>Coordinates with banks, financial advisors, CPAs/accountants, care managers, social workers, Department of Social Services, Social Security, Veterans Administration, clients&rsquo; family, etc.</li><li>Researches, gathers, and accurately analyzes bank and financial statements to determine assets and traces all meaningful financial transactions within previous 5 years.</li><li>Implements asset protection plans created by attorneys and identifies problems that require attorney involvement or intervention.</li><li>Accurately prepares and completes the various components of the Medicaid application process within required timeframe.</li><li>Travels to clients in the community (e.g., offices, banks, homes, hospitals, nursing homes, apartments, etc.) as needed.</li><li>Maintains client file and assists with closing file upon case completion.</li><li>Maintain time entry of required billable hours.</li><li>Provides excellent internal and external client service on the telephone and in person according to LK policies.</li><li>Maintains confidentiality and discretion in client matters.</li><li>Acts as a team player with projects, overflow work and vacation coverage.</li><li>Establishes and maintains positive relationships firm wide.</li><li>Assumes responsibility for resolving problems and issues that arise, bringing to the attention of the Attorney as needed</li><li>Abides by all regulations, policies, work procedures, and instructions.</li></ul>Required Skills and Abilities:<ul><li>Respectable, friendly, and helpful.</li><li>Produces high quality accurate work in a fast-paced environment.</li><li>Demonstrates excellent client service.</li><li>New York State Notary, preferred</li><li>Demonstrated ability to work collaboratively in a team and ability to work independently and on a proactive basis with minimal supervision.</li><li>Ability to establish priorities and meet deadlines.</li><li>Excellent verbal and written communication</li><li>Proficient computer skills including Outlook, Word, Excel</li><li>Flexible and adaptable</li><li>Strong organization and time management skills</li><li>NY State Driver&rsquo;s license required</li><li>Must utilize personal vehicle for firm travel</li><li>Must maintain automobile insurance with a minimum of $100,000 Combined</li><li>Single Limit Liability Insurance for Bodily Injury and Property Damage</li></ul>Required Education and Experience:<ul><li>Bachelor&rsquo;s degree preferred.</li></ul>Salary: $27.00 - $31.00 per hourBenefits of Working at Lacy KatzenLacy Katzen LLP offers a supportive work culture, competitive salary commensurate with experience. Our full benefits package includes health, dental, vision, retirement, paid time off, and paid holidays. We reward our employees with recognition, parties and events, continuous education opportunities, and growth opportunities.Our firm is proud to have received recognition as a Democrat and Chronicle Top Workplace for the past _ ten_years consecutively. We attribute this to our great team of people and a supportive, growth oriented and family friendly culture!Job Type: Full-timePay: $28.00 - $3,200.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Wills, trusts &amp; estate law: 3 years (Preferred)</li><li>Medicaid law: 3 years (Preferred)</li><li>Paralegal: 5 years (Required)</li></ul>License/Certification:<ul><li>NYS Notary (Preferred)</li></ul>Ability to Commute:<ul><li>Rochester, NY 14604 (Required)</li></ul>Work Location: In person

Paralegal - Elder Law & Medicaid Planning

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