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Job Description
Position Title – Estate Planning Paralegal
FLSA Status – Non-Exempt
Position Summary: The Estate Planning Paralegal will support attorneys in administering trusts and estates as well as preparing, revising, and finalizing estate planning documents. This role includes managing client information, drafting and organizing required documents, coordinating with third parties, and ensuring all legal and financial steps are completed accurately and efficiently. The position requires strong drafting skills, exceptional attention to detail, significant client communication, and the ability to manage multiple deadlines while maintaining precision and professionalism.
Essential Duties and Responsibilities:
- Draft and prepare estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, living wills, and other related instruments.
- Review attorney notes, client information, and intake data to ensure accurate drafting and proper customization.
- Coordinate with attorneys to incorporate revisions, address client-specific needs, and ensure documents reflect the intended legal structure.
- Maintain drafting templates and assist with updates to ensure compliance with current laws and firm standards.
- Assist with client file organization, document version control, and internal workflows.
- Assist with trust and estate administration from initiation through completion.
- Gather and organize asset information, statements, tax documents, and beneficiary details.
- Assist with beneficiary communications, meeting preparation, and the execution of documents.
- Communicate with attorneys and team members regarding drafting timelines, required information, and follow-up items.
- Uphold confidentiality and professionalism in all client interactions and document handling.
- Conduct light legal or procedural research related to estate and trust administration.
Knowledge, Skills and Abilities Required:
- Paralegal Certificate or Associate’s degree required; bachelor’s degree preferred.
- 1–3 years of experience in estate planning or legal document drafting preferred.
- Ability to work efficiently in Windows-based computer applications.
- Previous experience with calendaring and scheduling appointments in Outlook.
- Good interpersonal skills with attorneys and staff at all levels of the firm.
- Self-starter, highly organized and motivated.
- Ability to work 9 hour daily schedule M-Th with ½ day on Fridays, overtime as needed, and maintain an acceptable level of attendance and punctuality.
- Ability to communicate critical information by conveying the information clearly, accurately, honestly and concisely in accordance with company and practice area policies and procedures.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential duties, responsibilities or requirements.
