estate planning paralegal

Mangieri Law Group

The Estate Planning Paralegal position supports the legal team with client engagement and communications, document preparation and management, workflow management, calendar administration and office conference management in the practice area of estate planning and administrative support. The ideal candidate is self-motivated to work independently and collaborates well with others in a fast-paced team environment. A positive attitude with the desire to strive for excellence is a must.Primary Job Responsibilities:&middot; Drafting a broad range of documents such as client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney and health care directives&middot; Reviewing completed documents thoroughly to check for errors in grammar, spelling, punctuation and formatting&middot; Preparing documents for review, implementing revisions to drafts, identifying and tracking outstanding documents, preparing cases for write-up, and finalizing documents for client signing are among the key document management responsibilities&middot; Establishing and maintaining calendar and deadline reminder systems, ensuring that attorneys and team members are kept up to date and are appropriately reminded of scheduling matters. Anticipates needs of assigned attorneys and team members.&middot; Interfacing with prospective clients and existing clients to ensure all of their needs and questions are responded to in a timely and comprehensive manner. This includes, but is not limited to, following up on proposals for new services, communicating meeting details, providing direction in preparation for meetings, administering drafts of legal documents, and drafting emails.&middot; Working closely with the legal team on day-to-day activities, including general administrative support, as required by legal and business needs&middot; Supporting basic accounting needs such as writing checks, tracking outstanding payments and processing credit card transactionsQualifications:&middot; An undergraduate degree preferred, paralegal certificate or related field of study, or equivalent work experience of three (3) plus years in the field&middot; Knowledge in using the Wealth Council system for drafting documents or another process from a previous legal firm<ul><li>Extreme attention to detail and organization; able to focus on multiple tasks simultaneously</li><li>Strong time management and prioritizing skills with the ability to meet assigned project deadlines</li><li>Exhibits a &ldquo;results oriented&rdquo; approach to tasks, assignments and responsibilities</li><li>Excellent verbal and written communication skills</li></ul>&middot; Ability to handle multiple projects, prioritize effectively and be flexible&middot; Exceptional phone etiquette, poised and professional demeanor&middot; Ability to follow instructions with the desire to learn and be coached&middot; Experience with Practice Panther, Microsoft Office Suite and Google CalendarJob Type: Full-timePay: $27.10 - $32.64 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Estate Planning Paralegal

Trajan Wealth

<div>Job purpose
About Trajan Estate Law Firm: Trajan Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets.
We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent typing, writing, editingphone skills, and work well under pressure. Client interaction skills are a must. We are looking for candidates with passion for providing an exceptional legal product and client experience, and excited to be part of a rapidly growing, evolving and innovative law firm.
Duties and responsibilities<ul><li>
Preparing trusts, wills, POAs, deeds, and LLCs - AZ and out-of-state</li><li>
Preparing estate binders</li><li>
Coordinating with clients, banks, financial advisors and insurance companies to assist our clients with funding their trust after they sign their documents</li><li>
Working on a local team of paralegals servicing both in-state and out-of-state attorneys</li><li>
Communicating with county recorders offices, corporation commission offices and secretary of state offices (in and outside AZ) to complete filings and recordings</li><li>
Working closely with financial advisors and other team members at our sister company, Trajan Wealth</li></ul> 
Qualifications<ul><li>
2+ years Paralegal experience or similar role.</li><li>
4-year college degree or a paralegal / legal assistant certificate. CLDP's also welcome to apply.
</li><li>Outstanding written and verbal communication capability</li><li>
Strong research and problem-solving skills</li><li>
Ability to work in a fast-paced environment with an ability to multi-task</li><li>
Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint</li><li>
A positive attitude, well-organized, and detail-oriented, with a high tolerance for change.</li><li>
Knowledge of investing and/or estate planning.</li><li>
Strong communication and listening skills to uncover client needs</li><li>
Experience working with WealthDocx preferred</li></ul> 
Working conditions
This position is onsite at our Scottsdale corporate headquarters. This position requires sitting, standing, and the ability to lift 10 pounds.
Benefits<ul><li>
Starting Salary of $70,000 to $80,000 depending on experience.
</li><li>401k with matching component up 13%</li><li>
United Healthcare PPO Medical employee coverage paid by Company</li><li>
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available</li><li>
Generous holidays and PTO</li></ul></div>

Estate Planning Paralegal - 70-80K DOE

Cooper, Adel & Associates

Job DescriptionCooper, Adel, Vu is a statewide estate planning law firm with seven offices. The firm is looking for an experienced Paralegal to assist in our probate practice. Prior probate experience of 3+ years is required.Office Location<ul><li>This position will be based in our Monroe Office.</li></ul>Duties and Responsibilities<ul><li>Drafting and filing Probate Court forms</li><li>Supporting attorneys with client meetings, file briefing, case preparation, case organization, and administrative work</li><li>Preparing strategies for probate and trust administration cases</li><li>Communicating with clients via phone and email</li><li>Tracking and billing work time</li></ul>Qualifications Required<ul><li>3+ years plus experience in Probate work</li><li>Good phone etiquette</li><li>Excellent computer skills</li></ul>Education/licensing <ul><li>Paralegal Certificate Preferred</li></ul>Benefits<ul><li>Salary $60,000 a year (must have prior experience)</li><li>Health insurance (fully paid for by the company with zero monthly premium cost for the employee)</li><li>401k with company match</li><li>Bonuses</li><li>Vacation</li></ul>To apply for this position please forward a resume.Job Type: Full-timePay: $60,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Relocation assistance</li><li>Vision insurance</li></ul>Experience:<ul><li>Probate: 3 years (Preferred)</li></ul>Work Location: In person

Probate Paralegal

LSPN PRO LLC

Job SummaryThis is an in-person position based in Portland, Oregon. Please apply only if you are located in the Portland area, as on-site work is required.We seeking a client-focused Paralegal or recent law school graduate with a strong interest or background in estate planning. In this role, you&rsquo;ll guide clients through our digital intake and onboarding process, assist with drafting and reviewing estate planning documents, and help ensure every client has a smooth, professional experience from start to finish.Key Responsibilities<ul><li>Serve as the main point of contact for new estate planning clients via phone, email, and Zoom.</li><li>Conduct client intakes and gather details for trusts, wills, and powers of attorney.</li><li>Assist attorneys with drafting, reviewing, and preparing documents for signing.</li><li>Coordinate signing and notarization, ensuring plans are finalized accurately.</li><li>Maintain organized client files and communicate status updates promptly.</li></ul>Qualifications<ul><li>Experience or coursework in estate planning; ideal for a new law graduate or experienced paralegal.</li><li>Excellent client-service and communication skills.</li><li>Strong attention to detail and ability to manage multiple active clients.</li><li>Comfortable using Zoom, Google Workspace, and document-management tools.</li><li>Self-motivated, professional, and eager to grow with a tech-driven legal team.</li></ul>Job Type: Full-timePay: $25.00 per hourExpected hours: 40 per weekWork Location: In person

Paralegal

Becker & House, PLLC

Pay: From $27.00 per hour (DOE)About Us: Becker &amp; House, PLLC is a boutique law firm specializing in estate planning, probate, trust administration, and litigation. We are seeking a full-time, highly motivated paralegal/legal assistant to join our team and support our attorneys with a range of administrative and legal tasks.Job Overview: You will play a crucial role in supporting our attorneys with various administrative and legal duties. Your responsibilities will include:<ul><li>Maintain and organize legal files, including opening new matters and ensuring proper document management within the firm&rsquo;s system.</li><li>Assist in proofreading, preparing, filing, and serving discovery and pleadings in multiple courts.</li><li>Coordinate calendars, calculate and schedule deadlines, court appearances, depositions, mediations, client meetings, and conference calls.</li><li>Communicate with process servers, newspapers, and other entities to ensure timely process and deadline compliance.</li><li>Communicate with attorneys, clients, and other external parties regarding file documents and other clerical matters.</li><li>Utilize Microsoft Office Suite (Outlook, Word, Excel), including PDF conversion and editing, to manage documents and correspondence.</li><li>Assist in trial preparation, including preparing exhibits, witness materials, and other pre-trial documents.</li><li>Prepare drafts of basic pleadings and locate appropriate templates as needed.</li><li>Process and follow up on subpoenas for various records, including medical and business records.</li><li>Communicate with witnesses and experts via phone and email, ensuring materials are organized for expert witness review, and update firm records as necessary.</li><li>Review, analyze, and organize document production from clients, opposing parties, and co-counsel.</li><li>Share administrative office responsibilities, including answering phones, seating clients, and managing day-to-day office tasks.</li></ul>Who We're Looking For: We need a self-starter who thrives in a fast-paced, collaborative environment. The ideal candidate will have:Prior experience as a legal assistant, legal secretary, or paralegal.Exceptional organizational skills and a keen attention to detail.The ability to juggle multiple tasks efficiently.A proactive mindset and initiative-taking ability.Strong interpersonal skills for building and maintaining professional relationships with colleagues, clients, and external parties.Why Becker &amp; House: As a small, close-knit law firm, we pride ourselves on creating a positive and collaborative work environment. If you&rsquo;re looking for a role where you can grow professionally while contributing to a supportive and innovative team, this is the perfect opportunity for you!Qualifications:- 1 or more years of legal office experience is required- Proficiency in Microsoft Office (Word, Excel, Outlook)- Strong organizational and time-management skills- Excellent verbal and written communication skills- Ability to maintain confidentiality and handle sensitive matters with professionalismSchedule:- Monday to Thursday: 8:00 AM &ndash; 5:00 PM- Friday: 8:00 AM &ndash; 12:00 PMCompensation &amp; Benefits:We offer competitive compensation starting at $27 per hour, or more based on experience. In addition, our firm provides the following benefits:<ul><li>Health Insurance: 100% of premiums for the employee covered by the firm starting the first month after 60 days of employment</li><li>Health Savings Account: $250/month contribution after 60 days</li><li>Retirement: 401(k) plan with up to 6% employer match, eligible after one year of employment</li><li>Holidays: At least 10 paid holidays per year</li><li>Vacation: Two weeks of paid vacation per year, starting after 90 days of employment</li><li>Sick Leave: Accrued paid sick leave</li></ul>About Our Firm:Becker &amp; House, PLLC offers a casual yet professional work environment where teamwork and mutual respect are encouraged. We value collaboration and focus on providing our clients with high-quality legal services.How to Apply:If you&rsquo;re interested in joining our team, please submit your resume for consideration.Note: We are not accepting resumes from search firms for this position. No phone calls, please.To learn more about our firm, visit our website at [www.beckerandhouse.com](http://www.beckerandhouse.com).Job Type: Full-timePay: From $27.00 per hourExpected hours: 38 per weekBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Health savings account</li><li>Paid sick time</li><li>Paid time off</li></ul>Work Location: In person

Kroll Proukou, LLP

Seeking experienced Estate and Trusts Paralegal in a busy Brighton, New York law office. Training on the document preparation and accounting software will require experience with balance sheets, financial statements, reconciliation and general accounting principles. Strong math skills, attention to detail, organized and motivated individual are needed. The position involves significant client contact and responsibility. We use Microsoft, Hot Docs and CLIO (case management software). Salary commensurate with experience, plus great benefits including 100% health insurance, annual raises, and substantial annual bonuses.Job Type: Full-timePay: $46,500.00 - $52,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Free parking</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid time off</li></ul>Work Location: In person

Estate and Trusts Paralegal - Experienced

Goranson Bain Ausley, PLLC

<div>Goranson Bain Ausley is seeking a Family Law Paralegal to join our Fort Worth office!
We are the largest law firm in Texas exclusively practicing family law and we are recognized as one of the most respected family law firms in the state. Our team members, which include 57 attorneys across our locations in Austin, Dallas, Fort Worth, Granbury, Midland, Plano, and San Antonio, are some of the most passionate and talented individuals in family law.
Goranson Bain Ausley has been repeatedly named a Top Workplace by the Dallas Morning News and recognized as a Best Place to Work by the Dallas Business Journal and Austin Business Journal, underscoring GBA's commitment to our engaging firm culture that places people first.
The Paralegal will work closely with a Ft Worth Associate Attorney to support the firm's clients in a manner that is consistent with our core values and vision. The right candidate must have 5+ years of Texas Family Law experience along with attention to detail, strong organizational and drafting skills, and the ability to communicate effectively, both written and verbal.
DutiesResponsibilities:<ul><li>
Prepare legal documents such as pleadings, motions, and court orders for review, approval, and use by attorney.</li><li>
Correspond with clients and prepare spreadsheets and documents for Inventory and Appraisement and Proposed Support Decision.</li><li>
File pleadings with court clerks.</li><li>
Coordinate delivery of subpoenas to witnesses and parties to action.</li><li>
Conduct intake calls with potential new clients and prepare attorneys for initial consultation.</li><li>
Assist attorneys in preparing for mediations, depositions, hearings, trials, and conferences.</li><li>
Assist attorneys in analyzing and resolving recurring problems that arise in family law cases.</li><li>
Draft discovery requests, calendar relevant due dates, and prepare correspondence to opposing counsels and/or opposing parties.</li><li>
Assist clients to comply with discovery requests and compile requested documents.
</li></ul>Job requirements:<ul><li>
Undergraduate degree preferred but not required
</li><li>Paralegal certificate or certification preferred but not required</li><li>
5+ years of Texas Family Law experience</li><li>
Solid understanding of the Texas Family Code and the Texas Rules of Civil Procedure</li><li>
Exceptional verbal and written communications skills, with superior attention to detail</li><li>
Excellent prioritization, problem solving and time management skills</li><li>
Ability to learn and utilize new software, technology and techniques as needed to meet the changing demands of the legal marketplace</li><li>
Creativity, flexibility, and adaptability in a fast-paced work environment</li></ul>
Compensation
GBA offers a competitive compensation package including a market-competitive base salary commensurate with experience, medical, dental, vision, 401k contributions, holidays including a full week between December 25th through January 1st, PTO, annual bonuses, and more.
Goranson Bain Ausley, PLLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.</div>

Ft Worth Family Law Paralegal

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