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Job Description
The Opportunity: Estate Planning Paralegal 💎
Email resumes to: Hayley.christina@capstonesp.com
About the Firm
Our esteemed client is a nationally recognized, full-service law firm celebrated for their legal excellence, client commitment, and dynamic culture. With numerous industry accolades and top-tier rankings across practice areas, their firm serves a sophisticated clientele that includes high-net-worth individuals, business owners, family offices, and fiduciaries. They take pride in cultivating a collegial and forward-thinking workplace that values professional growth, integrity, and excellence.
Our esteemed client is a nationally recognized, full-service law firm celebrated for their legal excellence, client commitment, and dynamic culture. With numerous industry accolades and top-tier rankings across practice areas, their firm serves a sophisticated clientele that includes high-net-worth individuals, business owners, family offices, and fiduciaries. They take pride in cultivating a collegial and forward-thinking workplace that values professional growth, integrity, and excellence.
Position Summary
We are seeking an experienced and detail-oriented Estate Planning Paralegal to join our award-winning Private Client & Trusts practice. The successful candidate will play a critical role in supporting attorneys with sophisticated estate planning matters, including the preparation of wills, trusts, and related documents for high-net-worth individuals and families. This is an exceptional opportunity for a motivated legal professional who thrives in a fast-paced, client-centric environment and is eager to contribute to one of the most respected estate planning practices in the region.
We are seeking an experienced and detail-oriented Estate Planning Paralegal to join our award-winning Private Client & Trusts practice. The successful candidate will play a critical role in supporting attorneys with sophisticated estate planning matters, including the preparation of wills, trusts, and related documents for high-net-worth individuals and families. This is an exceptional opportunity for a motivated legal professional who thrives in a fast-paced, client-centric environment and is eager to contribute to one of the most respected estate planning practices in the region.
Key Responsibilities
- Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
- Prepare and file documents related to trust funding and asset transfers.
- Assist attorneys in the organization, administration, and maintenance of estate and trust planning files.
- Conduct legal research and compile relevant estate and tax law updates.
- Coordinate with financial advisors, CPAs, and clients to obtain necessary documentation and information.
- Maintain accurate and timely tracking of deadlines and deliverables.
- Prepare client-ready drafts and maintain version control across documentation.
- Manage trust and estate administration matters, including preparing inventories, accounting, and probate court filings when required.
- Uphold the highest standards of confidentiality and discretion with client information.
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