Estate Planning Drafting Paralegal

Job Description

ProspectBlue is seeking a detail-oriented Estate Planning Drafting Paralegal to join a reputable law firm in Williamsburg, VA. This is a full-time, in-office role focused on preparing estate planning documents based on attorney guidance. The paralegal will also assist clients with non-legal inquiries, support trust funding processes, and draft related documentation under attorney supervision. Responsibilities include tracking important deadlines, serving as a point of contact between clients and attorneys, and managing assigned client files and schedules.

Key Responsibilities:

Draft estate planning documents, including Wills and Trusts, per attorney instructions

Handle general client questions on administrative or procedural matters

Support clients with trust funding and prepare transfer documents as needed

Monitor and maintain suspense dates and deadlines

Act as a liaison between clients and attorneys when appropriate

Keep client records and timelines organized and up-to-date

Qualifications:

Education:

Formal paralegal training with a focus on drafting estate planning documents such as Wills and Trusts; or

Experience:

Minimum of 2 years working as a paralegal in estate and trust drafting within a law firm setting

Skills & Competencies:

Strong typing ability

Proficiency in Microsoft Word, Excel, Outlook, and HotDocs

Experience with case management software (Tabs3/PracticeMaster preferred)

Excellent organizational skills and keen attention to detail

Self-starter with the ability to manage workload independently

Strong interpersonal and communication skills; collaborative and team-oriented

Benefits Include:

Paid Time Off & Paid Holidays

401(k) with Profit Sharing

Health & Dental Insurance

Long-Term and Short-Term Disability Coverage