Estate Planning Paralegal

Job Title: Estate Planning Paralegal

Department: Estate Planning

Reports to: Director of Legal Services

FLSA Status: Hourly Non-Exempt

Statement of Purpose:

The Purpose of the Estate Planning Paralegal position is to support attorneys and clients by facilitating the estate planning process from start to finish.  With a client-centered approach, this role ensures that estate plans are accurately developed, clearly communicated, and efficiently executed – helping clients achieve peace of mind in planning for the future. 

Objectives, tasks, duties, functions & responsibilities:

• Review estate plan design elements and financial information for/with assigned clients
• Communicate with clients via phone to verify and confirm planning details
• Enter client data and draft estate planning documents with accuracy and attention to detail
• Maintain organized client files and monitor progress toward completion of each estate plan
• Lead or assist in client meetings to review documents, gather signatures, and provide clarification as needed.
• Support and/or facilitate client workshops to execute documents and fund trusts
• Follow up with clients to ensure timely completion of trust funding and plan implementation

Education Required: Bachelor’s Degree or equivalent combination of education and professional experience

Qualifications / Specific Skills required:

• Minimum 2 years of client service experience
• 2 or more years of experience in a financial services setting or estate planning and legal document drafting experience 
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to manage multiple client files and deadlines efficiently
• Comfortable working independently and as part of a collaborative team

Work Location: Primarily based in the Grand Rapids office, with travel to Portage, Holland, and Norton Shores for client workshops and meetings as needed.

* This job description is not intended to be an exhaustive list of all duties and responsibilities. Additional tasks may be assigned as needed to support tam goals and client needs.