What are the responsibilities and job description for the Estate Planning Paralegal position at Gpac?
Seeking a detail-oriented and experienced Estate Planning Paralegal to join the team. The ideal candidate will have some experience in estate planning and probate processes, excellent organizational skills, and the ability to work independently as well as part of a team. This role requires a high level of confidentiality and discretion in handling sensitive client information.
Key Responsibilities :
Assist attorneys with the drafting and reviewing of estate planning documents, including wills, trusts, powers of attorney, and advance directives.
Prepare and file probate and trust administration documents with the court.
Coordinate and manage the collection of client information and documentation necessary for estate planning.
Maintain and organize client files, ensuring all documents are current and properly filed.
Communicate with clients, beneficiaries, and other parties to gather information and provide updates on case status.
Support attorneys during client meetings, including scheduling, preparing documents, and following up on action items.
Assist in the preparation of estate and trust accountings.
Monitor and track deadlines for filings and other important dates.
Provide administrative support to the estate planning team as needed.
Qualifications :
Paralegal certification or equivalent education / experience a plus.
Minimum of 3 years of experience as a paralegal in estate planning, probate, or a related field.
Proficient in legal document preparation.
Excellent written and verbal communication skills.
High level of attention to detail and accuracy.
Ability to manage multiple tasks and prioritize effectively.
Proficiency in using legal software and Microsoft Office Suite.
Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
Benefits :
Competitive salary commensurate with experience.
Comprehensive health, dental, and vision insurance.
Paid time off and holidays.
Professional development opportunities.
Friendly and collaborative work environment.
- Compensation is commensurate with the candidate's experience.
For additional information on this opportunity, please contact Emily Wajer at emily.wajer@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
