What are the responsibilities and job description for the Estate Planning and Probate Paralegal position at Crow Estate Planning and Probate?
If you enjoy taking on responsibility, are exceptionally organized, work well independently, and genuinely like serving people, this position might be a great fit.
About Us
Crow Estate Planning & Probate, PLC is a well-established and growing estate planning law firm with multiple offices across Tennessee and Kentucky. We focus exclusively on estate planning, probate, conservatorships, and closely related practice areas. Our mission is to protect our clients’ legacies by making sure their assets are secured and transferred according to their wishes.
Our Core Values
- Treat others as you would want to be treated
- Ego is the enemy
- Who you are matters
- Never stop learning
- Debate produces the best ideas
- Work is best with laughter
Our Clients
Our typical client is 50 or older, often a grandparent, and retired or nearing retirement. They rightfully expect a high level of personal attention, responsive service, and real expertise. We work to build lasting relationships so we understand their goals and the legacy they want to protect.
The Position
We are seeking a full-time paralegal for our Jackson office. This is a client-facing, high-volume role for someone who is independent, organized, and a self-starter while also being a strong part of a larger team. You will work closely with our attorneys and staff across offices.
Estate planning and probate experience is preferred, but if your background is in another area, don’t let that stop you from applying. We take the time to train you fully and make sure you know the material.
Responsibilities
- Assist attorneys in managing caseloads
- Draft estate planning, probate, and other routine legal documents
- Speak with clients to conduct basic intake
- Answer routine estate planning and probate questions from clients
- Answer phones and emails
- Manage attorney calendars and track deadlines
- Create and maintain client files
- Manage our CRM and task management systems
- Track income and expenses and handle general bookkeeping
- Keep the office organized and properly administered
Ideal Candidate
- Paralegal experience required; 5 years preferred
- Experience handling probate cases
- Strong attention to detail and the ability to keep up in a fast-paced environment
- Friendly, professional, and comfortable working directly with clients
- Takes initiative and does not need constant direction
- Technologically savvy; proficient in Microsoft Office (Word, Excel, Outlook) and Adobe
- Good character, a willingness to learn, and a good sense of humor
- Bonus points if you have read at least one John Grisham novel or can quote A Few Good Men
Preferred (but not required)
- Bachelor’s degree and/or paralegal certificate
- Experience with WealthCounsel
- Notary Public commission (or willingness to become one)
This role is likely not a good fit if you prefer minimal client contact, want to simply push papers, or are looking for a short-term position. This is an in-person position and is not remote.
Compensation
- $40,000 to $60,000 per year, based on experience
- Full-time, salaried position
- Health insurance, life insurance, short- and long-term disability
- Vision, dental, and critical illness options available
- Paid holidays, PTO accrual, and sick/personal days
- SIMPLE IRA with 3% employer match
- Professional development support
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- Disability insurance
- Free parking
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Professional development assistance
- Retirement plan
Education:
- Associate (Preferred)
Experience:
- Paralegal: 5 years (Preferred)
Work Location: In person
Salary : $40,000 - $60,000