Estate Planning Paralegal

eLegacy Law is an ambitious, virtual estate planning law firm that serves clients across multiple states. We are client-driven and seek to deliver the best service while cultivating a professional and fun work environment. As a market disrupter in the legal industry, we are eager to find individuals who are ready to grow and be challenged.

We are seeking a professional and caring individual to join our team as an estate planning paralegal. The ideal candidate comes with previous paralegal experience and/or a strong technical writing background. Primary responsibilities include drafting highly detailed legal documents and polished written correspondence to clients and other professionals. Responsibilities also include meeting with clients to review their documents and coordinating with clients’ financial partners on matters such as account titling and funding of trusts. Paralegals work directly with experienced estate planning attorneys to draft client documents based off the attorneys’ notes and recommendations.  Positions are available for remote work, on-site from our Hayden, Idaho headquarters, or a hybrid.

Job Duties

·        Ability to draft professionally written legal correspondence

·        Prepare estate planning documents with the assistance of drafting software and templates

·        Organize and maintain documents in an electronic filing system

·        Meet with clients, attorneys, and other professionals to discuss matter details

·        Discuss draft revisions with clients and make appropriate changes to documents

·        Draft and e-file court documents for probate matters (occasionally)

·        Close communication with clients and financial advisors

·        Other projects and duties as assigned

Desirable Qualifications

·        Primary qualifications are a command of English grammar, strong technical writing skills, and an ability to synthesize and think critically. Experience in the legal field is helpful but not required.

·        Educational expectations: Certificate of completion from an ABA-approved paralegal certification program, OR Two years' experience as a paralegal, OR Associate Degree in paralegal studies, OR Bachelor’s Degree

·        Proficient in Microsoft Office, specifically Outlook, Word, and Excel

·        Experience with Adobe Acrobat software

·        Experience with WealthDocx® drafting software a plus

·        Experience with estate planning and probate law a plus

·        Extreme attention to detail

·        Strong oral and written communication skills

·        Cool under pressure and client-oriented

·        Ability to effectively multi-task, manage time-sensitive matters, and exhibit exceptional organizational skills in a fast-paced environment