Paralegal (Estate Planning Specialist I)
Core
Support Estate Planning Strategists (Attorneys) with document-intensive tasks including preparing deeds, funding documents, entity formation filings, and estate planning documents like trusts and wills.
Role type
Paralegal (Estate Planning Specialist)
Builds
Legal documents and filings for estate planning clients
Domain
Financial services / Estate planning
Required skills
Paralegal Certificate, Knowledge of WealthDocs, Document preparation, Entity formation, Data entry into legal software, Proofreading, Time management
Preferred skills
Proactive follow-up, Multi-tasking, Confidentiality handling
Technologies
WealthDocs
Responsibilities
Reviewing and preparing deeds and funding documents, Working with county recorders for filing, Managing funding workflows, Assisting in creation of entities, Preparing summaries of existing estate plans, Supporting creation of estate planning documents (trusts, wills, powers of attorney)