Estate Planning Paralegal - 1943687

Job Summary:

We are seeking a meticulous and knowledgeable Estate Planning Paralegal to join our dynamic legal team. As an Estate Planning Paralegal, you will play a crucial role in assisting attorneys with all aspects of estate planning and administration. You will be responsible for organizing and managing client files, drafting legal documents, communicating with clients, and conducting legal research. The ideal candidate will possess strong attention to detail, excellent communication skills, and a thorough understanding of estate planning procedures and laws.

Responsibilities:

1. Client Communication: Communicate with clients to gather necessary information, answer questions, and provide updates on their estate planning matters.
2. Document Drafting: Draft various estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations.
3. File Management: Organize and maintain client files, ensuring all documentation is accurate, up-to-date, and easily accessible.
4. Legal Research: Conduct legal research on estate planning laws, regulations, and case precedents to support attorneys in case preparation and strategy.
5. Assistance in Estate Administration: Assist in the administration of estates, including preparing probate documents, communicating with beneficiaries, and coordinating asset transfers.
6. Meeting Preparation: Prepare materials for client meetings, including agendas, presentations, and relevant documents.
7. Compliance: Ensure compliance with all applicable laws, regulations, and ethical standards related to estate planning.
8. Collaboration: Collaborate closely with attorneys, other paralegals, and support staff to ensure efficient workflow and excellent client service.

Qualifications:

1. Bachelor's degree or paralegal certification from an accredited institution.
2. Proven experience working as a paralegal in estate planning or a related field.
3. Proficiency in legal research and document drafting.
4. Excellent communication skills, both written and verbal.
5. Strong organizational skills and attention to detail.
6. Ability to manage multiple tasks and prioritize workload effectively.
7. Knowledge of estate planning software and tools is preferred.
8. Understanding of confidentiality and ethical standards in legal practice.