We are seeking a highly organized, client-focused, and proactive paralegal to join our legal production team, specializing in estate planning, probate, and trust administration. In this role, you will be a key leader in Legal Operations, responsible for owning the client experience—from initial case coordination through leading client meetings, managing communications, and ensuring follow-through. You will play a critical role in bringing our attorneys’ plan designs to life while also ensuring that all legal documents, filings, and case details are executed with precision. If you are passionate about estate planning and thrive in a role where you take charge of client interactions, anticipate needs, and ensure every detail is handled seamlessly, then this opportunity is for you. Responsibilities: The Paralegal is a trusted partner to our attorneys and clients. Core responsibilities would include, but not limited to: • Own the client experience – act as the primary point of contact for clients throughout the estate planning and administration process, ensuring clarity, responsiveness, and a top-tier experience • Lead client meetings with confidence, including document signings, funding discussions, and follow-ups, ensuring clients fully understand their plans • Manage estate planning, probate, and trust administration cases from start to finish with little to no direction • Drafting base, advanced, and estate administration matters using WealthCounsel and internal templates • Own Deed and LLC drafting, filing, and recording processes • Funding client's estate plans • Preparing clients' estate planning portfolio binders • Creating diagrams and overviews of clients' estate plans • Assisting attorneys with high-net-worth and complex estate planning matters • Lead with our Core Values • Care + Concern for Others • Committed to Quality • Growth Mindset • Kindness, Always • Bridging the Gap Between Confusion + Clarity Qualifications: • Candidates should possess high-level organizational skills, and time-management skills • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference • Must have strong interpersonal skills and talent for writing and grammar • ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired • Proven ability to take ownership of client interactions, meetings, and case coordination • Estate Planning, WealthCounsel, and WealthDocx experience are bonuses • Strong ability to communicate legal concepts clearly and confidently to clients Compensation: $60,000 yearly

• The Paralegal is a trusted partner to our attorneys and clients. Core responsibilities would include, but not limited to: • Own the client experience – act as the primary point of contact for clients throughout the estate planning and administration process, ensuring clarity, responsiveness, and a top-tier experience • Lead client meetings with confidence, including document signings, funding discussions, and follow-ups, ensuring clients fully understand their plans • Manage estate planning, probate, and trust administration cases from start to finish with little to no direction • Drafting base, advanced, and estate administration matters using WealthCounsel and internal templates • Own Deed and LLC drafting, filing, and recording processes • Funding client's estate plans • Preparing clients' estate planning portfolio binders • Creating diagrams and overviews of clients' estate plans • Assisting attorneys with high-net-worth and complex estate planning matters • Lead with our Core Values • Care + Concern for Others • Committed to Quality • Growth Mindset • Kindness, Always • Bridging the Gap Between Confusion + Clarity • Authenticity