Paralegal

Estate Planning Paralegal

Full-Time | Direct Hire

Pay: $22-30/HR Depending on Experience

Our client, a Metro-West based law firm, is seeking a detail-oriented Estate Planning Paralegal to support attorneys with the post-signing administration of estate planning matters. This role is ideal for someone who thrives on organization, enjoys coordinating multiple moving pieces, and takes pride in delivering accurate, high-quality work.

Responsibilities

• Manage post-signing estate planning matters and complete all follow-up tasks.
• Coordinate real estate document recordings, insurance confirmations, and taxpayer identification requirements.
• Prepare client correspondence, estate plan binders, and electronic document packages.
• Assist with trust funding by preparing funding letters and coordinating with financial institutions.
• Maintain organized electronic and physical client files.
• Collaborate with attorneys and internal teams to ensure files are complete and matters progress efficiently.
  
  

Qualifications

• Experience in a law firm or professional services environment; estate planning, trust administration, or probate experience preferred.
• Strong organizational, communication, and multitasking skills with exceptional attention to detail.
• Experience with Legal Files or similar document management software is a plus.
• Proficiency with Microsoft Office.
  
  

Interested candidates are encouraged to submit a Word document resume to Natalie at: Nsykes@naglergroup.com for immediate consideration!

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