Estate Planning Paralegal

The Legacy Legal Team is seeking an Estate Planning Paralegal to join our thriving office in Clermont!

We are seeking an experienced Paralegal to assist in our busy Estate Planning practice area. At least five years of paralegal experience is required.

We offer a healthcare stipend, retirement matching, and paid time off. We know that "teamwork makes the dream work" and you’ll find that we go above and beyond to take care of each other and our clients.

Our ideal candidate will have experience working in a law office, is a self-starter, is extremely organized, detail-oriented, and has a positive outlook.

Essential Job Duties:

• Document Drafting: Learning to prepare and meticulously draft a comprehensive array of estate planning documents, including Wills, Trusts, Powers of Attorney, and advance directives, utilizing Wealth Counsel document drafting software.
• Case Management: Managing and maintaining electronic client files and workflow efficiently.
• Instruction & Compliance: Receiving and diligently following instructions not only from seasoned attorneys but also from senior legal staff on firm procedures and client matters, and ensuring compliance with firm policies across our multi-office structure.
• Client Support: Providing support during client meetings and document executions, with an emphasis on professional and clear communication.

Required Skills & Experience:

• Highly responsible, self-disciplined, and ethical work habits.
• Detail oriented with strong time management skills.
• Excellent communication skills.
• Ability to function in a highly motivated, team-driven environment.
• Competent in written and spoken English.
• Proficient in MS Word, Outlook, and Excel.

At the Legacy Legal Team, we strive to create an atmosphere where each team member is respected, valued, and a part of the family. We regularly enjoy office outings, team-building events, and participating in events in the community.

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Paid time off
• Training & development
• Vision insurance

Compensation: $27.00 - $30.00 per hour