Paralegal (Estate Planning Specialist)

Overview

An established financial services organization is seeking an Estate Planning Specialist I to join their team. This role supports Estate Planning Specialists and other team members by handling fast-paced, document-intensive tasks related to estate planning. The position requires strong attention to detail, excellent written and verbal communication skills, and the ability to work effectively in a team environment.

Responsibilities

• Review and prepare deeds, assignments, and other funding documents
• Coordinate with county recorders to ensure proper filing of deeds and supporting documents, verifying fees
• Manage workflows and processes related to funding and associated tasks
• Assist in the creation of entities, including preparation of formation documents and filings
• Prepare summaries of existing estate plans
• Support the creation of estate planning documents such as trusts, wills, powers of attorney, and healthcare directives
• Enter data into legal document software
• Perform other duties as assigned

Requirements

• Paralegal Certificate required
• Knowledge of WealthDocs software required
• Strong organizational, time management, proofreading, and word processing skills
• Ability to maintain confidentiality
• Positive, proactive attitude with strong follow-up and follow-through
• Ability to prioritize and multitask in a dynamic environment
• Excellent communication skills and ability to work well within a large team

Work Schedule

• Monday through Friday, 8:00 AM to 5:00 PM
• Occasional early or late hours may be required to meet business deadlines
• Non-exempt position requiring daily timekeeping including start/end times and a 30-minute unpaid lunch

Working Conditions

• Position may be based in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation & Benefits

• Base pay range: $32 - $37 USD per hour, dependent on geographic location, experience, education, skills, and certifications
• Eligible for incentive compensation programs

Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental insurance options (Life & AD&D, Short-Term Disability, Accident, Critical Illness, Hospital Indemnity)
• Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans
• Health Savings Account (HSA) with company contributions for eligible plans
• Dental and vision insurance plans
• Dependent Care Savings Account
• 14 company-paid holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave and Paid Parental Leave (8 weeks)
• Maternity benefits combining company-paid STD, supplemental STD, and parental leave
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caregiving and life challenges
• 401(k) Retirement Plan with traditional, Roth, and after-tax options plus company match
• Pet insurance
• Personalized financial planning and guidance at preferred employee pricing

Location

This role offers flexibility with options for office or remote work within the United States.

Application Information

• Initial application deadline: June 17, 2026
• Applications received after this date may be considered on a rolling basis until the position is filled

The organization is an equal opportunity employer and complies with federal employment eligibility verification requirements. Accommodation requests during the application or hiring process can be made upon request.