What are the responsibilities and job description for the Remote Estate Planning & Probate Paralegal | WFH position at Get It - Real Estate?
Estate Planning & Probate Paralegal - Remote | WFH
Overview
Join our dedicated team as an Estate Planning & Probate Paralegal, where you will play a pivotal role in providing exceptional legal support to both our professionals and clients. Our firm is committed to helping individuals navigate the complexities of life with clarity, particularly in matters concerning estate planning and probate administration.
Key Responsibilities
We are deeply invested in your professional growth and development. As you gain experience within our firm, there will be numerous opportunities for additional responsibilities and career advancement.
Company Culture And Values
We pride ourselves on fostering a collaborative and supportive environment, where personal growth, respect, and integrity are paramount. Our team is dedicated to exceeding client expectations while balancing professional and personal commitments. We invite candidates who share our values of diversity, equity, and inclusion to apply and consider joining our mission of providing clarity and peace of mind.
Compensation And Benefits
Overview
Join our dedicated team as an Estate Planning & Probate Paralegal, where you will play a pivotal role in providing exceptional legal support to both our professionals and clients. Our firm is committed to helping individuals navigate the complexities of life with clarity, particularly in matters concerning estate planning and probate administration.
Key Responsibilities
- Draft and oversee the preparation of estate planning documents including wills, trusts, and powers of attorney.
- Assist in the administration of probate and related legal proceedings.
- Communicate effectively with clients to collect and convey pertinent information.
- Compose correspondence and legal documentation as required.
- Conduct research on state laws and local regulations pertaining to estate planning and probate matters.
- Organize and maintain client files and deadlines meticulously.
- Collaborate with team members utilizing online project management tools.
- 3-5 years of experience as an estate planning or probate paralegal.
- A degree in paralegal studies or a related field is essential.
- Paralegal certification is preferred.
- Detail-oriented with a strong capacity to learn new systems quickly.
- Proficient in Microsoft Office 365, Dropbox, video conferencing, and online project management tools (specifically Microsoft Teams), as well as Clio and Wealth Counsel.
- Excellent written and verbal communication skills with a focus on professionalism.
- Discretion in handling sensitive client information.
- A proactive mindset with a willingness to tackle various tasks as needed.
- Strong ethical standards and integrity.
- Ability to manage multiple projects and adapt to shifting priorities.
- Team-oriented with a collaborative spirit.
- Proven experience in estate planning or probate law as a paralegal.
- Relevant educational background and certifications.
- Initiative and a strong desire to contribute to the team’s success.
- Capacity to conduct estate planning execution meetings independently.
We are deeply invested in your professional growth and development. As you gain experience within our firm, there will be numerous opportunities for additional responsibilities and career advancement.
Company Culture And Values
We pride ourselves on fostering a collaborative and supportive environment, where personal growth, respect, and integrity are paramount. Our team is dedicated to exceeding client expectations while balancing professional and personal commitments. We invite candidates who share our values of diversity, equity, and inclusion to apply and consider joining our mission of providing clarity and peace of mind.
Compensation And Benefits
- A full-time position with flexible working hours and occasional remote work.
- The initial 90-day trial period offers 20-25 hours per week, transitioning to approximately 35 hours weekly.
- Competitive compensation commensurate with experience, alongside opportunities for professional development.
