What are the responsibilities and job description for the Estate Planning Specialist position at The Wagon Legacy?
Estate Planning Services
We are seeking a highly organized and detail-oriented paralegal to join our team at The Wagon Legacy. Our firm is dedicated to providing exceptional service to clients who value our work.
The ideal candidate is a professional with strong analytical skills, excellent attention to detail, and a passion for estate planning.
- Responsibilities:
- Drafting Legal Documents – Prepare wills, trusts, powers of attorney, healthcare directives, and other estate planning documents under attorney supervision.
- Recording and Managing Deeds – Draft and record deeds with the appropriate county offices, ensuring property transfers align with the client's estate plan.
- Client Meetings and Communication – Meet with clients to gather information, review documents, explain processes, and answer non-legal advice questions.
