Paralegal – Estate Planning Specialist

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

📋 Description

• Reviewing and preparing deeds, assignments, and various funding documents.

• Collaborating with county recorders to ensure accurate filing of deeds and supporting documents, as well as verifying fees.

• Overseeing workflows and processes related to funding and associated tasks.

• Aiding in the formation of entities, including the preparation of formation documents and necessary filings.

• Compiling summaries of current estate plans.

• Assisting in the development of estate planning documents such as trusts, wills, powers of attorney, and healthcare directives, and inputting data into legal document software.

• Performing other duties as assigned.

⛳️ Requirements

• A Paralegal Certificate is mandatory.

• Proficient knowledge of WealthDocs is essential.

• Strong focus on proactive follow-up and thorough follow-through.

• Exceptional skills in organization, time management, proofreading, and word processing.

• Adaptable and capable of maintaining confidentiality in all matters.

• Possess a “can do” positive mindset while effectively collaborating within a large team.

• Ability to prioritize and manage multiple tasks in a fast-paced environment.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with the various caregiving needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan featuring both Traditional and Roth options, with per pay period matching and an after-tax option.

• Pet Insurance.

• Tailored financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.