Estate Planning Paralegal – Complex Drafting

This is a fully remote position, open to applicants in Kentucky.

📋 Description

• Manage the database for clients, financial advisors, and the legal team; track progress, log activities, provide updates, and enter or modify data.

• Engage with financial advisors and clients to ensure they are actively involved and complete necessary tasks.

• Coordinate and maintain synchronized calendars for virtual meetings that include clients, attorneys, and financial advisors.

• Monitor and address inquiries through online support via chat, email, and video meetings.

• Offer technical assistance to users regarding the NetLaw system, video conferencing tools, and other technologies.

• Support attorneys with client service needs, which includes drafting documents, preparing final versions, and following up with clients.

• Carry out additional tasks as assigned by management.

• Aid in supervising and training legal assistants within the virtual practice.

⛳️ Requirements

• A minimum of 4 years of experience in Estate Planning and drafting Estate Planning documents is essential.

• Previous experience in case and/or project management is required.

• Capability to help coordinate several calendars effectively.

• Proficient in Microsoft Word, Excel, Outlook, and Zoom.

• Basic ability to learn and navigate new technology systems.

• Strong organizational skills, time management, and meticulous attention to detail.

• Exceptional verbal and written communication skills.

• Dedication to customer service and maintaining confidentiality.

• A team player who excels in a dynamic, collaborative environment.

🏝️ Benefits

• 401k with competitive matching.

• Health Insurance.

• Paid-Time Off.

• Flexible Hours.

• Enjoyable colleagues and opportunities for growth!