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Estate Planning Paralegal
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Job Description
- Req#: 566129
Employer Industry: Elder Law and Estate Planning
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely from anywhere while maintaining a four-day workweek
- Comprehensive training provided on estate planning and elder law
- Matching retirement plan and health insurance included
- Supportive and high-expectation work environment emphasizing meaningful client service
What to Expect (Job Responsibilities):
- Draft estate planning documents using HotDocs and the firm's internal drafting systems
- Assist with elder law and Medicaid planning matters
- Manage client matters from intake through drafting and follow-up with minimal supervision
- Engage in ongoing client interaction via email and phone to ensure excellent service
- Follow detailed systems and workflows for client communication and document execution
What is Required (Qualifications):
- Prior experience in estate planning or elder law is helpful but not required
- Must be capable of learning complex material and applying it accurately
- Strong commitment to mastering the work and following detailed systems with consistency
- Reliable, consistent, and accountable work ethic
- Methodical, process-driven, and detail-focused approach to tasks
How to Stand Out (Preferred Qualifications):
- Genuinely motivated to help seniors and their families
- Comfortable collaborating within a team
- Curiosity and investigative nature to thrive in a supportive environment
- Personal traits such as humility, patience, emotional steadiness, and analytical precision
#ElderLaw #EstatePlanning #RemoteWork #CareerGrowth #ClientService
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