What are the responsibilities and job description for the Estate Planning Paralegal position at Boyer Law, p.c.?
About Us : We pride ourselves on providing exceptional service to our ultra-high-net-worth clients. Our commitment to precision and excellence sets us apart in the estate planning industry. As a small, dedicated team, we offer a collaborative and supportive environment where your contributions will be needed and valued.
Position Overview : We are seeking a top-notch Estate Planning Paralegal to join our firm. The ideal candidate will have a strong background in estate and business planning, exceptional attention to detail, and efficiently and effectively managing the workload. This role requires regular client interaction, so strong communication skills and a client-focused attitude are essential. We are willing to explore candidates who may not have a paralegal background, but who have a strong professional accounting background and are looking to transition to a law firm setting.
Key Responsibilities :
- Draft and assist in the preparation of sophisticated estate planning documents.
- Assist in the preparation of gift and estate tax returns.
- Form and manage business entity filings, ensuring compliance with state and federal regulations.
- Communicate effectively with clients, providing updates and addressing inquiries in a timely manner.
- Organize and maintain client files, ensuring all documents are accurate and up-to-date.
- Conduct legal research as needed to support casework.
- Collaborate with attorneys and other team members to ensure seamless workflow and excellent client service.
Qualifications :
What We Offer :
Please submit your resume and a cover letter detailing your relevant experience to Ryan at rboyer@boyerlaw.com.