What are the responsibilities and job description for the Estate Planning Coordinator position at The Wagon Legacy?
We are seeking a skilled and detail-oriented Senior Paralegal Estate Planning to join our team. Our firm is dedicated to providing exceptional service to a wonderful group of clients who truly value our work.
Key Responsibilities
- Drafting and preparing legal documents, such as wills, trusts, powers of attorney, and healthcare directives, under attorney supervision.
- Recording and managing deeds, ensuring property transfers align with the client's estate plan.
- Client meetings and communication, including gathering information, reviewing documents, explaining processes, and answering non-legal advice questions.
Qualifications
- Minimum 3 years of estate planning drafting experience, including wills, trusts, powers of attorney, and other estate planning documents.
- Strong proficiency in drafting and preparing legal documents with accuracy and attention to detail.
- Experience with deed preparation and recording.
- Ability to manage multiple client matters efficiently and meet deadlines.
We prioritize a collaborative and supportive work environment, where employees feel valued and empowered.
