What are the responsibilities and job description for the Paralegal Estate Planner position at The Wagon Legacy?
We are looking for an experienced Paralegal to join our team at The Wagon Legacy. As an Estate Planning Paralegal, you will play a critical role in creating customized estate plans that cater to our clients' distinct needs and objectives.
To succeed in this role, you should have a solid understanding of estate planning principles, including wills, trusts, powers of attorney, and other estate planning documents. You must also possess excellent organizational skills, be able to manage multiple client matters efficiently, and communicate effectively with clients and colleagues.
Main Responsibilities:
- Preparing Estate Planning Documents – Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
- Deed Preparation and Recording – Draft and record deeds with the relevant county offices to ensure smooth property transfers.
- Client Interactions and Guidance – Engage with clients to gather information, review documents, and provide insight into estate planning matters.
- Case Management and Coordination – Maintain accurate and up-to-date client files, track deadlines, and collaborate with colleagues to ensure timely completion of tasks.
- Document Execution and Notarization – Facilitate the signing and notarization of documents, and arrange for witnesses as needed.
- Ongoing Client Support – Provide ongoing support to clients, including updates to estate plans, trust funding, and beneficiary coordination.
- Communication with Financial Professionals – Coordinate with financial advisors, accountants, and other professionals to ensure alignment between estate plans and financial strategies.
- Technology and Software Management – Utilize estate planning software, case management systems, and document automation tools to optimize workflows.
