Paralegal

We're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our Estate Planning and Estate Administration legal team. You'll draft probate documents, prepare asset summaries and keep case files and other important information neatly organized and easily accessible.

This position offers more than just a job; it's a career opportunity for the right candidate. In addition to being committed to your personal and professional growth, we offer a generous benefits package including monthly in-office massages, health insurance, vision and dental plans, life insurance, short and long-term disability plans, an HSA, FSA, and a Dependent Care FSA, 401(k) plan with 3% company contribution, plus a generous paid time off policy, and paid holidays.

If you are excited about joining a team that is dedicated to a cause greater than itself and committed to optimizing performance without compromising service, then you may have found your new home. To learn more about our company, please visit our "You Should Work Here" page: https://safeharborestatelaw.com/you-should-work-here#.

$28 - $32 per hourly DOE

• Draft and file probate pleadings for MN and WI
• Assist with trust administrations and non-probate estate administrations
• Draft asset summaries for clients
• Assist with estate plan signing including witnessing, saving scanned documents, filing deeds, following up with clients and financial advisors, including answering questions about funding and other matters
• Provide backup on drafting estate plan documents and preparing them for signing
• Interact with clients and other parties to build relationships and achieve goals, including collecting needed documents to keep the process moving
• Maintain and update case management system including daily detailed time records that communicate the value of the work completed, accurate and timely filing, and task management.
• Maintain calendars: schedule appointments for estate planning and administration, post tasks and deadlines, and ensure the Firm and team’s calendars are accurately maintained and organized in a logical and efficient manner
• Interacts with the courts and administrative agencies regarding hearings, motions, and other appearances, becoming the courts’ primary point of contact with the firm for all administrative and scheduling issues pertaining to estate administration
• Prepares and sends legal correspondence as directed by attorneys; puts documents typed initially by attorneys into final form, ready to be delivered to courts, clients, co-counsel, and opposing counsel
• Ensures that the attorney has the relevant materials ready when the attorney has meetings or court appearances

• Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
• Candidates should possess high-level organizational skills, and time-management skills
• Must have strong interpersonal skills and talent for writing and grammar
• 3+ years of legal service experience under an attorney or lawyer in a law firm setting

Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping our clients protect themselves, their loved ones, and their assets. We pride ourselves on helping our clients achieve their goals while providing an outstanding client experience. In 2022, (for the fourth consecutive year) we were a Law Firm 500 award winner as one of the top 25 fastest-growing law firms in the US. We find it very rewarding to work together collaboratively to help more clients every year.