60 Wealthcounsel Jobs Hiring Near You

Maintain organized and up-to-date client files in both Smokeball and WealthCounsel * Conduct legal research to support document preparation and provide insights to the legal team * Manage and ...

Draft legal documents using platforms such as WealthCounsel. * Client Communication: Maintain strong communication with clients throughout the process, addressing concerns, providing updates, and ...

Experience with estate planning software such as WealthCounsel, Westlaw Form Builder, or similar platforms is preferred * Highly organized with exceptional attention to detail and excellent drafting ...

Experience with WealthCounsel is strongly preferred * Experience with Trustate is a plus * Excellent legal research, drafting, and analytical skills * Strong communication and client relationship ...

Utilize Microsoft Office, WealthCounsel, Smokeball, and other tools to draft estate plan documents * Attend networking and chamber events * Prioritize and complete client-driven requests ...

Experience with WealthCounsel and/or MyCase (preferred) * Self-starter who takes initiative and approaches work with a solutions-oriented mindset Why Join Woven Legal LLC * Fully remote position

Experience with WealthCounsel is strongly preferred * Experience with Trustate is a plus * Excellent legal research, drafting, and analytical skills * Strong communication and client relationship ...

Experience with WealthCounsel software * Strong attention to detail with excellent proofreading and organizational skills * Outstanding written and verbal communication skills * Ability to manage ...

Experience working with WealthCounsel preferredWorking conditionsThis is an in-office (not remote) position. Requires sitting, typing and working on a computer for long periods of time in an open ...

Experience with estate planning software such as WealthCounsel, Westlaw Form Builder, or similar platforms is preferred * Highly organized with exceptional attention to detail and excellent drafting ...

Draft wills, trusts, powers of attorney, health care directives, and related estate planning documents using WealthCounsel * Ensure all documents are accurate, compliant, and aligned with current ...

WEALTHCOUNSEL EXPERIENCE IS REQUIRED Applicants without direct Wealth Counsel drafting experience will not be considered. This is not an entry-level position. We are seeking a paralegal who can ...

Experience with estate planning software such as WealthCounsel, Westlaw Form Builder, or similar platforms is preferred * Highly organized with exceptional attention to detail and excellent drafting ...

Experience working with WealthCounsel preferred Working conditions This is an in-office (not remote) position. Requires sitting, typing and working on a computer for long periods of time in an open ...

Experience with FindLaw, MyCase, and WealthCounsel is a plus * Experience in civil litigation, contract drafting, and personal injury claims is a plus * Demonstrated commitment to maintaining ...

Experience with WealthCounsel, WealthDocs, irrevocable trusts, or tax planning strategies is preferred Why You Will Love Working Here * Busy, respected estate planning practice with consistent client ...

Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience * Experience with Clio Manage is ...

Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred. * Skilled in managing probate administration and preparing comprehensive estate planning packages.

Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred. * Skilled in managing probate administration and preparing comprehensive estate planning packages.

Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience * Experience with Clio Manage is ...