What are the responsibilities and job description for the Estate Planning Legal Assistant / Paralegal position at Pohl Law, Ltd.?
Pohl Law is a boutique estate planning and trust administration firm serving families throughout Colorado. We are growing intentionally and seeking an experienced Estate Planning Legal Assistant / Paralegal who wants to do more than draft documents — someone who enjoys improving systems, supporting clients, and helping a firm grow thoughtfully.
Hybrid position: Primarily remote, with scheduled in-person responsibilities in Eagle County for client signings, document execution, portfolio assembly, and occasional meetings. Candidates should be located within reasonable commuting distance.
Responsibilities
Estate Planning Drafting
- Draft estate planning documents using WealthCounsel
- Prepare deeds, trust funding documents, and amendments
- Redline and proofread documents for accuracy and consistency
Trust Administration Support
- Assist attorney with trust administration matters
- Draft correspondence to financial institutions and beneficiaries
- Track deadlines and organize asset information
Client & Matter Management
- Manage matters, tasks, and communications in Clio
- Maintain client intake information in DecisionVault
- Organize client files and documentation
Operations & Systems
- Help improve workflows and document procedures (SOPs)
- Support a high-touch client experience
- Contribute to operational efficiency as the firm grows
Qualifications
Required:
- Experience in estate planning and/or trust administration
- Strong organizational and time management skills
- Ability to work independently and meet deadlines
- Professional written communication skills
- Comfort learning and using legal technology
Preferred:
- Experience with WealthCounsel
- Experience with Clio Manage
- Experience with DecisionVault
- Experience preparing deeds and funding documents
Pay: From $28.00 per hour
Benefits:
- Flexible schedule
- Opportunities for advancement
- Paid time off
- Parental leave
- Professional development assistance
- Work from home
Work Location: Hybrid remote in Eagle, CO 81631
Salary : $28