Estate Planning Drafting Paralegal

The Peninsula Center

Estate Planning Drafting Paralegal

Williamsburg, VA
Full Time
Paid
  • Responsibilities

    This is a full-time, in-office position for an Estate Planning Drafting Paralegal, located in Williamsburg, VA. Benefits: • Paid Time Off • Paid Holidays • 401(k) • Profit Sharing • Health Insurance • Dental Insurance • Long & Short-Term Disability Must have worked as an estate and trust drafting paralegal in a law firm for a minimum of 2 years. All other applicants will not be considered. Responsibilities: • Prepare estate planning documents based on attorney instructions. • Respond to client inquiries regarding non-legal matters and assist with trust funding issues. • Draft funding transfer documents under the attorney's supervision. • Monitor suspense dates. Qualifications: • Paralegal training in the drafting of Wills, Trusts, and other types of Estate Planning Documents; or Must have worked as an estate and trust drafting paralegal in a law firm for a minimum of 2 years. • Good typing skills are required. • Proficiency in Microsoft Word, Microsoft Excel, Microsoft Outlook, and HotDocs required. • Familiarity with Tabs 3/Practice Master is preferred, but some experience with case management software is required. • Strong organizational skills and attention to detail are mandatory. Compensation: $47,000 - $65,000 yearly

    • Prepare estate planning documents based on attorney instructions. • Respond to client inquiries regarding non-legal matters and assist with trust funding issues. • Draft funding transfer documents under the attorney's supervision. • Monitor suspense dates. • Serve as a liaison between clients and attorneys, maintaining client files and suspense dates.

  • Compensation
    $47,000-$65,000 per year