Benefits:
Parking
401(k)
401(k) matching
Dental insurance
Free food & snacks
Health insurance
Paid time off
Vision insurance
About Us
New Mexico Financial & Family Law is a well-established firm dedicated to helping individuals and families protect their legacies through comprehensive estate planning. We pride ourselves on delivering exceptional service with a personal touch.
About the Role
We are seeking an experienced Estate Planning Paralegal to join our team. This role is ideal for a detail-oriented professional with a strong background in estate planning and probate matters. If you thrive in a client-focused environment and enjoy working on meaningful legal matters, we want to hear from you!
Key Responsibilities
Prepare estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Assist with estate planning document execution and notarization
Conduct legal research and draft correspondence
Maintain and organize case files and deadlines
Communicate with clients, financial institutions, and government agencies
Ensure compliance with all relevant laws and regulations
Qualifications
Experience: Minimum 2 years of estate planning or probate experience (law firm setting preferred)
Skills: Strong knowledge of estate planning documents, excellent written and verbal communication, attention to detail, and proficiency in legal software (e.g., WealthCounsel, Clio, Academy, or similar)
Soft Skills: Client-focused mindset, ability to work independently and collaboratively, and strong organizational skills
Why Join Us?
Competitive salary and benefits package
Collaborative and supportive work environment
Opportunities for professional growth and development
Meaningful work helping clients secure their futures