Paralegal - Estate Planning, Probate, Elder Law

Job Description

Job Description

Full-Time Paralegal for Estate Planning Law Firm

Job Brief:

We are a growing, family-oriented estate planning, probate, and elder law firm. We are looking for a friendly, intelligent, task-oriented, teachable, and well-rounded individual to ensure the continued smooth running of the office and effective client management. You will provide a broad range of administrative and client services under the supervision of an attorney.

This is a salaried position with 401k plan and potential for bonuses.

This position may split time between our Monroe office and our Weddington office.

When applying, please submit an attachment containing your cover letter, resume, and a brief writing sample (topic idea if you don't already have a prepared writing sample: tell us about a time you overcame adversity). Applications lacking any of these elements will be disregarded.

Applicants should also complete the assessment located at the following link: -Wills-and-Trusts

Experience:

Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, experience as a social worker in Medicaid qualification, or formal paralegal education or NC Bar certification is strongly preferred. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to help build our practice. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.

Responsibilities Include:

• Providing administrative support to an attorney and maintaining/enhancing office effectiveness
• Handling communication with clients and prospective clients
• Scheduling and maintaining calendars
• Producing, printing, mailing, filing, etc. various documents relating to clients, prospective clients, and estate plans
• Drafting, reviewing, and editing estate plan documents
• Conducting Estate Plan Signing Meetings
• Coordinating Trust Funding and Estate Inventory Processes
• Regular Visits to Estates Clerk and Register of Deeds
• Answering phone calls, providing information, and taking notes/messages
• Maintaining and updating contact details and client correspondence
• Monitoring and meeting deadlines
• Conducting community outreach
• Writing weekly content updates for our website (guidance will be provided)

Requirements:

• Reliability
• Kind and pleasant demeanor
• Excellent communication and organizational skills
• Ability to juggle multiple tasks
• Excellent Attention to Detail (very important)
• Computer literacy including Microsoft Word and basic Excel
• Willingness/ability to learn and use client management software
• Willingness/ability to quickly learn and understand existing day-to-day operations
• Notary Public Preferred ( Clean Background Check to Qualify to Become a Notary Required)
• Strong command of English language and grammar for proofreading legal documents

Bonus Skills:

· WealthDocx/WealthTracx

·Adobe Illustrator and Photoshop

· HTML and CSS

· Social Media Fluency

· Basic understanding of different types of investment and retirement accounts

· Quickbooks

· Infusionsoft/Keap