What are the responsibilities and job description for the Estate Planning Paralegal position at Creative Planning?
The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.
The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
Job Duties:
- Can perform all duties described in prior sections of Legal Administrative Assistant and Legal Assistant
- Self-directed practice management with Attorney oversight
- Drafts full and substantive plans with functional knowledge of documents to the extent requested by attorney
- Ability to draft plans in HotDocs
- May perform In-office signings with no supervision
- Ability to conduct legal research – take initiative on synthesizing answers to legal questions
- Is aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of law
- Has extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of law
- Manages billing reports and calendar
- Work from home is allowed after 90-day training period.
Required Experience/ Qualifications:
- Bachelor’s degree or Paralegal Certificate
- Efficient, detail-oriented and accurate
Preferred Experience/ Qualifications:
- 1 or more years of Paralegal Experience in Estate Planning
Technical Skills:
- Proficient in Microsoft Office and Adobe