**Experienced Probate & Estate Planning Paralegal **
If you are a detail-driven, results-oriented, friendly individual who loves working with people, take a closer look! Douglass & Runger, PLLC is looking for a full-time Probate and Estate Planning Paralegal.
The primary responsibility of the Probate & Estate Planning Paralegal is to assist our legal team with shepherding a new client's matter through our internal processes from initial consultation to final meeting.
Responsibilities:
- Connect with clients via email and phone to share and collect documents and information, updating client database.
- Put the client at ease, ensure they are being well taken care of.
- Prepare planning and funding documents using Microsoft Word, Excel, and Wealth Counsel.
- Analyze and review client's assets and properly transfer them to their Trust by creating necessary financial institution forms and document packages for clients.
- Communicate with outside contractors, courts, financial advisors, and financial institutions to ensure that planning and probate deadlines are met.
- Ensure Attorneys are prepared for the week ahead and that everything needed for a signing meeting, court hearing, or draft review meeting is prepared and in office prior to signing.
- Provide stellar service to our clients.
- Create and update reports for weekly, monthly, and quarterly staff meetings.
- Participates in bi-weekly team meetings with owners, staff, and attorneys.
- Drafts legal pleadings for Probate cases
- Calendars and monitors deadlines for estates, conservatorships, etc.
Education and Experience Required:
The Probate & Estate Planning Paralegal should have educational background at the Bachelor degree level or should have 10-15 years work experience within the legal field, ideally as a full-time Paralegal.
Experience communicating with people in a professional environment. Ability to establish connections with clients and provide excellent customer service.
Quick learning, self-motivated, detail-oriented.
Experienced in technology, including Microsoft Office, Dropbox, Clio, and Wealth Counsel.
Compensation: Commensurate with experience.
Benefits: Medical, Dental, Vision, Group Life, Group Disability, and 401k with employer match
Your application will not be considered without the following:
- Cover letter containing the following:
1. What you think it takes to be a stellar Paralegal;
2. What you are looking for in your next position;
3. What you bring to the table; and,
4. Your salary requirements.
- Resume
- References