What are the responsibilities and job description for the Experienced Estate Planning Paralegal position at The Law Offices of Jennifer D. Peshke, P.A.?
Job Overview
Are you a driven and meticulous paralegal with a passion for Estate Planning? Do you thrive in a collaborative, client-focused environment where attention to detail and exceptional organizational skills are highly valued? If so, we invite you to join our legal team as a Paralegal specializing in Estate Planning, Probate, and Trust matters.
In this role, you'll play a vital part in providing comprehensive legal services to our clients. From supporting attorneys in client meetings to drafting intricate estate planning documents, you’ll contribute to creating meaningful solutions for individuals and families. Your ability to manage legal documentation, deadlines, and client relationships will be essential to ensuring smooth and efficient case progress.
Responsibilities
- Collaborate with attorneys to prepare for client meetings by organizing case files and key documents.
- Draft, review, and refine estate planning documents, trust accountings, and legal correspondence..
- Transcribe legal documents and maintain accurate case records.
- Communicate with clients and professional partners, gathering information and providing updates with tact and confidentiality.
- Cultivate strong, professional relationships with clients and external offices.
- Assist with general probate, guardianship, and trust-related tasks as needed, ensuring deadlines are met efficiently.
- Support your team members on collaborative projects to maintain a positive, productive work environment.
Skills
- Minimum of 3 years’ experience as a paralegal with a focus on Estate Planning, Probate, or Trust Administration.
- Exceptional drafting and organizational skills with an eye for detail.
- Proficiency in Microsoft Word, Excel, PowerPoint, and document compilation tools like Adobe.
- Expertise in working with Document Management Systems and legal software, such as Clio.
- Excellent verbal and written communication abilities to engage effectively with clients and colleagues.
- The ability to analyze trusts and prepare professional trust accountings confidently.
- Strong project management skills to handle multiple cases simultaneously while meeting deadlines.
- Ability to work independently and maintain confidentiality while using judgment and tact.
- A team player with a commitment to delivering excellence in legal support.
At our firm, you’ll have the opportunity to grow professionally in a supportive and collaborative environment. We value our team members’ contributions and offer opportunities for advancement, along with a range of benefits. Here, your work will have a lasting impact as you help clients navigate critical decisions and protect their legacies.
Job Type: Full-time
Expected hours: 37.5 per week
Benefits:
- 401(k)
- Disability insurance
- Life insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Work Location: In person
