What are the responsibilities and job description for the Estate Planning Drafting Paralegal position at The Peninsula Center for Estate and Lifelong Planning?
ESTATE PLANNING DRAFTING PARALEGAL
Job Description
This is a full-time, in-office position for an Estate Planning Drafting Paralegal, located in Williamsburg, VA. The Drafting Paralegal prepares any and all documents pertaining to estate planning for clients from instructions given by attorney; responds to general client inquiries regarding non-legal matters; assists clients with trust funding issues; drafts funding transfer documents as necessary under supervision of attorney; monitors suspense dates; serves as liaison between client and attorney as necessary; and maintains assigned client files and suspense dates.
Position Specifications
Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.
Compensation
Commensurate with experience. Range $47,000 - $65,000
Employment Type: Full Time
Years Experience: 1 - 3 years
Salary: $47,000 - $65,000 Annual
Bonus/Commission: No
Job Description
This is a full-time, in-office position for an Estate Planning Drafting Paralegal, located in Williamsburg, VA. The Drafting Paralegal prepares any and all documents pertaining to estate planning for clients from instructions given by attorney; responds to general client inquiries regarding non-legal matters; assists clients with trust funding issues; drafts funding transfer documents as necessary under supervision of attorney; monitors suspense dates; serves as liaison between client and attorney as necessary; and maintains assigned client files and suspense dates.
Position Specifications
- Education: Paralegal training in the drafting of Wills, Trusts, and other types of Estate Planning Documents; or
- Experience: Must have worked as an estate and trust drafting paralegal in a law firm for a minimum of 2 years.
- Skills & Abilities: Good typing skills required; proficiency in Microsoft Word, Microsoft Excel, Microsoft Outlook and HotDocs required; familiarity with Tabs 3/Practice Master is preferred, but some experience with case management software is required; strong organizational skills and attention to detail mandatory; ability to work independently required; ability to get along with others and communicate effectively is a must; team player.
Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.
Compensation
Commensurate with experience. Range $47,000 - $65,000
Employment Type: Full Time
Years Experience: 1 - 3 years
Salary: $47,000 - $65,000 Annual
Bonus/Commission: No
Salary : $47,000 - $65,000
