Paralegal
Responsibilities
- Serve as project owner for estate planning, estate administration, and guardianship matters.
- Maintain strict attention to detail when drafting, reviewing, and filing legal documents
- Follow established workflows in Clio to ensure all steps are completed accurately and on schedule
- Support senior attorneys with client communications and document preparation
- Coordinate client signings and ensure all materials are properly executed and filed
- Collaborate with the firm’s Document Specialist to implement and finalize estate planning documents
- Organize and maintain client files, ensuring documents are stored correctly within the firm’s system
- 5+ years of relevant paralegal experience; estate planning highly preferred
- Paralegal certification preferred
- Notary certification preferred
- Must have experience in a document intensive environment
- Familiarity with estate planning documents and terminology
- Proven experience working with legal documentation, filings, or high-volume document management
- Exceptional attention to detail and commitment to accuracy
- Proficiency in Microsoft Office Suite, Clio, and WealthDocx
- Ability to manage multiple projects with minimal supervision
- Typing speed of 50+ WPM with high accuracy
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