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Our client, a successful law firm, is seeking a Paralegal to join their team. Their firm specializes in estate planning for families at various stages, including those with children who have special needs and empty nesters. The ideal candidate will bring a passion for helping families create thoughtful plans for their futures and a strong ability to engage with clients on a personal level.
Job Responsibility:
Develop and maintain strong client relationships through phone, email, and in-person interactions
Liaise with financial advisors to coordinate trust funding and ensure alignment with client objectives
Support attorneys by proactively organizing and preparing materials for the upcoming week
Review and proofread legal documents for accuracy and completeness
Collaborate with clients to gather all necessary information and documentation for drafting
Manage client matters through internal workflows, ensuring deadlines are met for signing and final meetings
Draft a variety of estate planning documents
Prepare documents related to trust administration
Serve as a witness during all document signing meetings
Requirements:
2+ years of experience in legal services in a law firm
Experience as a Paralegal in Estate Planning is a plus
Experience with technology, including Microsoft Office, Dropbox, Visio, and Adobe Acrobat
Strong communication and writing skills
Solid time management and organizational skills
Strong attention to detail
Willingness to go the extra mile to ensure excellent customer service and client satisfaction
Nice to have:
Experience as a Paralegal in Estate Planning is a plus