Paralegal

Position Introduction

You juggle multiple tasks like a magician. Your extraordinary people skills are matched only by your attention to detail, allowing you to coordinate and manage all personal and professional interactions. You want to make a genuine difference in people’s lives by helping our clients achieve their planning goals and attain greater peace of mind. You’re not just a paralegal or legal secretary…. you’re a maestro of managing client interactions! You’re looking for an opportunity to work full-time with a rapidly growing “model” law firm that sets the standard in estate planning and elder law nationwide. If this sounds like you, then… we should talk!

We are a rapidly growing, nationally recognized law firm leading the way in estate planning, elder law, and asset protection—and we’re looking for a Paralegal who’s ready to help redefine what it means to practice law in today’s world. This isn’t just another job; it’s an opportunity to elevate your career while making a meaningful impact in people’s lives. As part of our forward-thinking team, you’ll go beyond typical paraprofessional role to become a trusted servant for clients, assisting them through life’s most important decisions. Here, every client interaction is meaningful, and your work will provide them with peace of mind, knowing their assets are protected, their future is secure, and their legacy is honored. We’ve built a law firm where innovation and support drive your success.

Picture yourself in a modern practice that values work/life balance and provides a competitive salary, exceptional benefits, and generous PTO. We’re committed to your professional growth, offering continuous training, opportunities for advancement, and the resources you need to thrive. You’ll enjoy the excitement of working with an engaged support team of Paralegals, Coordinators, and Client Services Specialists while collaborating with forward-thinking Operations, Marketing, and Finance leadership—all dedicated to helping you succeed. If you’re an organized, driven, and passionate Paralegal looking for a vibrant, cutting-edge place to take your career and future to the next level, this is your chance to step into a role that’s anything but stale.

Join us in setting the new standard for what a law firm can be. If this sounds like you, let’s talk!

Position Summary

The Paralegal supports the vision and mission of the Estate Planning Law Center (EPLC) by assisting attorneys in providing legal counsel to clients on estate planning, asset protection, elder law, Medicaid, and post-death administration. This role is crucial to the firm's success, as paralegals play a key part in case preparation, document drafting, and ensuring the efficient progression of client matters in alignment with the firm’s services and processes. The Paralegal will manage case files, communicate with clients, prepare legal documents, and support attorneys in delivering high-quality legal work. Additionally, this role involves collaborating with the legal team, assisting in the development and implementation of firm systems and workflows, and maintaining the firm’s high reputation through professional and client interactions. All law firm employees must always maintain confidentiality regarding clients, company interests, and employees.

Duties and Responsibilities

¨ Central point of contact for related case matters.

¨ Manages timeline(s) and sets expectation(s) to clients & team on each case.

¨ Handles high-volume of client communication including calls and emails.

¨ Drafting and correspondence to clients and advisors.

¨ Follow Up of cases to move them forward in a timely manner.

¨ Data & information tracking/entry.

¨ Organization & collection of asset information, statements, deeds, and company forms.

¨ Discusses asset and financial information, reaching out to professionals, clients, employers, etc.

¨ Enter all relevant information to the client’s asset/liability or funding table.

¨ Documents all the time related to the completion of the above-referenced tasks, if necessary.

¨ Is responsible for all dictation/outgoing correspondence and firm form letters.

¨ Is responsible for creating, modifying and maintaining all internal department forms.

¨ Drafts deeds, trusts, wills, powers of attorney and health care proxies through our software.

¨ Enter all relevant general information and meeting notes into the firm database.

¨ Enters any applicable attorney and paralegal time into billing/time tracking software.

¨ Calendars working within a time template and are responsible for meeting applicable deadlines and having work ready for applicable meetings.

¨ Provides a weekly status report to the team during the Weekly Team Meeting.

¨ Scanning, filing, mailing, faxing, etc.

¨ Actively participates in the required company calls and meetings and provides weekly reporting.

¨ Complete rocks, projects or tasks as requested by supervisor within the time frame allotted.

¨ Attend TAPER events and other networking/convention events as needed.

¨ Willingness to travel to remote law firm locations or to client homes, hospitals etc. when required.

¨ Adhere to company established core values.

¨ The company reserves the right to add or change duties at any time.

Qualifications Required

Academic:

· Associate’s degree in paralegal studies is preferred

· Bachelor’s degree is preferred

· Prior law firm experience is preferred

· Notary Public is preferred

Skills/Knowledge & Ability:

· Above average administrative, clerical, and/or technical skills, and the ability to operate necessary office equipment and software:

Ø Computer, Telephone, Fax, Scanner, Copier, Postage Meter

Ø Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)

Ø ActionStep

· Type proficiently and accurately at a minimum of 35 to 40 words per minute.

• Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all tasks at hand such as: Documenting information, Word processing (dictation, correspondence, memos, etc.), Data entry and verification, Managing files, Project management, Designing forms, training and/or marketing materials, and Drafting legal documents.

· Skilled at formatting and communicating effectively in writing as appropriate for the needs of the audience.

· Ability to understand written words, sentences and paragraphs in work related documents.

· Highly developed time management, organizational and prioritization/planning skills with the ability to multitask with clarity; facilitating several projects at the same time with the ability to monitor and assess one’s own self.

• Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources.
• Knowledgeable and able to evaluate information to determine compliance with standards.

· Professional level communication, interpersonal and relationship building skills. Able to listen (give full attention to what other people are saying), be empathetic and influence other people in written or verbal forms. Creatively presenting and disseminating information and concepts in an effective manner.

· Remain current with ever changing technology.

· Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $22 - $25