Paralegal

• Prepare initial drafts and final versions of legal documents, including trusts, wills, powers of attorney, healthcare directives, and related affidavits
• Organize and update asset schedules, funding letters, beneficiary designations, and trust funding checklists
• Develop probate pleadings such as petitions, letters, inventories, appraisals, accountings, and final distribution requests
• Handle client intake processes, including conducting conflict checks, drafting engagement letters, and capturing initial asset and beneficiary data
• Coordinate document signings, manage notarizations, arrange witnesses, and ensure compliance with execution formalities
• Track and manage critical deadlines, including court hearings, tax filing dates, and notice periods
• Assist in assembling and maintaining trust certifications and supporting documents for trust administration
• Provide administrative support to ensure smooth and efficient handling of legal matters
• Communicate effectively with clients to address their needs and concerns throughout the legal process

• Minimum of 3 years of experience in estate planning, probate, and trust administration
• Proficiency in drafting and reviewing legal documents, such as trusts, wills, and powers of attorney
• Strong organizational skills with the ability to manage multiple deadlines and priorities
• Familiarity with asset protection strategies and beneficiary designation processes
• Knowledge of probate procedures, including preparation of pleadings and court filings
• Exceptional attention to detail and accuracy in document preparation
• Ability to coordinate and oversee signing formalities, including notarizations and witness arrangements
• Effective communication skills to interact with clients and team members professionally

Knowledge of WealthCounsel estate planning software is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan