Estate Planning Paralegal
- Experience: Minimum of 3 years of dedicated experience as an estate planning paralegal.
- Education/Certifications: Paralegal certification preferred, or equivalent demonstrated work experience.
- Technical Skills:
- High proficiency with Microsoft Office (Outlook, Word, Excel), PDF software, and document management systems.
- Eagerness and aptitude to learn advanced software programs and new technology.
- High proficiency with Microsoft Office (Outlook, Word, Excel), PDF software, and document management systems.
- Preferred Experience (Pluses):
- Experience with Smokeball (legal practice management software).
- Background in Trust Administration, Probate, or Estate & Gift Tax software (e.g., CCH ProSystem fx).
- Experience with Smokeball (legal practice management software).
- Familiarity with commercial real estate purchase/sale agreements, business entity structures, or corporate matters. KEY ATTRIBUTES FOR SUCCESS
- Communication & Precision: Exceptional written/verbal communication skills with top-tier proofreading abilities and meticulous attention to detail.
- Organization: Outstanding time-management skills with the ability to self-start, prioritize, and manage multiple tasks seamlessly.
- Adaptability: Comfortable taking initiative and thriving in a fast-paced environment. COMPENSATION & BENEFITS RLLaw believes in investing in our employees and supporting work-life balance:
- Competitive Pay: Starting base salary of $60,000+, dependent on experience.
- Billable Target: Reasonable 1,300 billable hours annual target.
- Bonus Potential: Eligible for discretionary bonuses.
shift: First
work hours: 8 AM - 4 PM
education: Bachelors Responsibilities KEY RESPONSIBILITIES
- Document Drafting: Support attorneys by drafting comprehensive estate planning documents, including revocable/irrevocable trusts, wills, healthcare/property powers of attorney, and related instruments.
- Trust Funding & Asset Coordination: Collect and organize client financial data; prepare deeds, assignments, and supporting documents to facilitate the funding of revocable trusts.
- File & Practice Management: Maintain organized digital and physical client files in accordance with firm policies.
- Client & Third-Party Interaction: Communicate professionally with clients, financial advisors, institutions, and other third parties while exercising independent judgment and maintaining complete confidentiality.
- Research & Support: Perform legal and financial research as needed to support client matters.
- Estate planning
- Certified Paralegal
- Paralegal Certificate
- Trust & Estate
- Planning
- Planning
- Trust & Estate Tax
- Asset Coordination
- Years of experience: 3 years
- Experience level: Experienced
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.
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