Estate Planning Senior Paralegal

The Ammari Firm, LLC

Estate Planning Senior Paralegal

Marietta, GA
Full Time
Paid
  • Responsibilities

    We are seeking a highly skilled and motivated Estate Planning Senior Paralegal with a minimum of five years experience to join our law firm. This position requires someone who can demonstrate empathy and has expertise in drafting wills, trusts, powers of attorney, advanced directives, and other related documentation. We're looking for an individual who has excellent communication abilities, is driven to make a real difference, and would appreciate the opportunity to be part of an encouraging team. If this sounds like you, please send your resume and cover letter in PDF form to paralegal@ammarifirm.com with the subject line AMMAPARAEP. Responsibilities: • Review and organize client documents • Communicate with clients regarding information and documents needed to complete preparation of estate plan • Prepare estate planning document drafts including wills, trusts, powers of attorney, and advanced directives for health care • Provide detailed review and proofreading of documents to ensure proper formatting, grammar, punctuation, and spelling • Manage workflow of cases • Learn other areas of practice • Support other staff members as needed to ensure all clients receive an excellent client experience • Interact with clients providing excellent customer service Qualifications: • Five years of experience as an estate planning paralegal • Proficient with Microsoft Office • Proficient with practice management software • Proficient with document drafting software • Experience with WealthCounsel and ElderCounsel is a plus • Ability to show empathy to clients and put them at ease • Attention to detail • Willingness to become proficient in the firm’s other areas of practice • Customer service experience Compensation: $50,000 - $60,000 yearly

    • Review and organize client documents • Communicate with clients regarding information and documents needed to complete preparation of estate plan • Prepare estate planning document drafts including wills, trusts, powers of attorney, and advanced directives for health care • Provide detailed review and proofreading of documents to ensure proper formatting, grammar, punctuation, and spelling • Manage workflow of cases • Learn other areas of practice • Support other staff members as needed to ensure all clients receive an excellent client experience • Interact with clients providing excellent customer service

  • Compensation
    $50,000-$60,000 per year