What are the responsibilities and job description for the Estate Planning Paralegal position at SnapX.ai?
Must Have:
2 years of Paralegal experience in Estate Planning
Experience in drafting customized estate planning documents (revocable trusts, wills, powers of attorney, health care proxies)
Good to have:
Experience attending client meetings and serving as a witness at document signings
Ability to maintain accurate client records and collaborate with attorneys
Nice to have:
Experience scheduling and conducting final review meetings with clients
Familiarity with the estate planning process and trust funding
2 years of Paralegal experience in Estate Planning
Experience in drafting customized estate planning documents (revocable trusts, wills, powers of attorney, health care proxies)
Good to have:
Experience attending client meetings and serving as a witness at document signings
Ability to maintain accurate client records and collaborate with attorneys
Nice to have:
Experience scheduling and conducting final review meetings with clients
Familiarity with the estate planning process and trust funding