What are the responsibilities and job description for the Paralegal - Estate Planning position at Build My Great Team?
Caldwell Law is seeking a detail-oriented, compassionate, and personable individual to join our team as a Paralegal. This role is integral to our estate planning process, requiring not only excellent communication and organizational skills but also the ability to engage clients with confidence and warmth. If you are someone with paralegal experience, particularly in estate planning, and possess strong interpersonal skills, we encourage you to apply.
Job Summary
At Caldwell Law, we foster a supportive and collegial environment. In this role, you will take the lead in meeting with clients, conducting introductory consultations and signing appointments, and acting as a Notary. We are looking for someone with a sales-oriented personality—a professional who is personable and engaging, making clients feel supported and confident in the process. You will also review estate planning documents and help clients navigate the signing of their plans.
Key Responsibilities
- Prepare and review client files before meetings.
- Draft, review, and send Representation Letters.
- Lead introductory client meetings to explain office processes and next steps.
- Conduct signing meetings to notarize estate planning documents.
- Provide clear and compassionate communication with clients.
- Review estate planning documents to ensure accuracy and completeness.
- Support the team with ideas for process improvements.
- Foster a positive and collaborative work environment.
- Expected hours: 10 – 20 per week
- Paralegal experience with a focus on estate planning.
- Strong interpersonal skills—ability to connect with clients and provide emotional support, especially during sensitive situations.
- Exceptional communication skills, both written and verbal.
- Highly organized with the ability to track tasks and follow up proactively.
- A proactive team player who contributes ideas for improving processes and workflows.
- Comfortable acting as a Notary (or willing to become one).
- Competitive salary, starting at $20 per hour (based on experience)
- Health insurance
- 401(k) plan
- Bonus potential
- Paid time off
- Paid holidays
Office Culture
At Caldwell Law, we prioritize teamwork and camaraderie. Our office is built on positivity, collaboration, and mutual support, creating an uplifting work environment where everyone thrives. You’ll work closely with colleagues who share a commitment to excellence and a passion for helping clients.
How to Apply
If you're a positive, detail-oriented team player with a knack for engaging clients and thrive in a supportive office culture, we’d love to hear from you. Please submit your resume and a cover letter explaining your reasons for interest in this opportunity at Caldwell Law.
Please, no direct candidate or agency inquiries.
Thank you for your interest!
We will contact candidates who we believe are the right fit for our team.
Salary : $20
