Estate Planning Paralegal - Complex Drafting

Overview

This role supports a virtual estate planning process. You will help facilitate secure online meetings, coordinate communication among clients, attorneys, and financial advisors, and assist with drafting, reviewing, and supporting the execution of estate planning documents.

Responsibilities

• Maintain a database of clients, financial advisors, and the legal team, including monitoring progress, logging activity, providing updates, and entering/updating data.
• Communicate with financial advisors and clients to ensure required tasks are properly engaged and completed.
• Orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors.
• Monitor and respond to inquiries through the online support function (chat, email, and video meetings).
• Provide technical guidance to users for the NetLaw system, video conference tools, and other relevant technology.
• Assist attorneys with client support needs, including document drafting, preparing final documents, and client follow-up communications.
• Assist with oversight and training of legal assistants for the virtual practice.
• Adhere to confidentiality requirements, meet deadlines, and respond promptly.
• Complete other tasks as assigned by management.

Requirements

• 4+ years of experience in Estate Planning and drafting estate planning documents (required).
• Prior experience with case and/or project management (required), including the ability to coordinate multiple calendars.
• Proficiency in Microsoft Word, Excel, Outlook, and Zoom; basic proficiency in learning and navigating new technology systems.
• High level of organization, time management, and attention to detail.
• Excellent verbal and written communication skills.
• Commitment to customer service and confidentiality.
• Team-player who thrives in a fast-paced, collaborative environment.

Preferred Qualifications

• A solid understanding of estate planning principles.
• Flexibility to support a virtual, client-facing process.

Compensation & Benefits

• Full-time employment
• 401(k) with competitive matching
• Health insurance
• Paid time off
• Flexible hours

Location

Louisville, Kentucky

Equal Opportunity Employer

An equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. The organization is committed to fostering an inclusive, respectful workplace where everyone can thrive.