What are the responsibilities and job description for the Estate Planning Practice Manager position at W3Global?
Estate Planning Paralegal/ Practice Manager
Location: Clifton, NJ
Job Type: Full-time
Job Description
Our client is seeking an experienced Estate Planning Paralegal/ Practice Manager
Key Responsibilities
Location: Clifton, NJ
Job Type: Full-time
Job Description
Our client is seeking an experienced Estate Planning Paralegal/ Practice Manager
Key Responsibilities
- Serve as team lead for estate planning support staff; provide guidance and oversight.
- Manage daily workflows, deadlines, and overall department efficiency.
- Draft and review estate planning documents (wills, trusts, powers of attorney, etc.).
- Maintain and organize case files; ensure clients move smoothly through the process.
- Act as a key point of contact for clients-schedule meetings, manage follow-ups, coordinate document signings.
- Support attorneys with case preparation and administrative needs.
- Work with the attorney and marketing team to support estate planning seminars and related initiatives.
- 3 years of estate planning experience, including drafting estate plan documents.
- Prior team lead or supervisory experience preferred.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional communication and client service skills.