Paralegal (Estate Planning Specialist I)

Overview

This role is fully remote.

Responsibilities

• Review and prepare deeds, assignments, and other funding documents
• Coordinate with county recorders to file deeds and supporting documents accurately
• Manage workflows 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 and data entry into legal software
• Perform other duties as assigned

Requirements

• Paralegal Certificate
• Experience with WealthDocs
• Strong follow-up and organizational skills
• Proficient time management, proofreading, and word processing
• Ability to maintain confidentiality
• Positive attitude and teamwork skills
• Ability to prioritize and multitask in a dynamic environment

Preferred Qualifications

Not specified.

Compensation & Benefits

• Base pay range: $32—$37 USD per hour
• Eligible for incentive compensation programs

Benefits & perks include:

• Company-paid basic life and AD&D insurance
• Company-paid short-term and long-term disability insurance
• Supplemental insurance options
• Multiple medical plan options, including HDHP and traditional plans
• Health Savings Account with company contributions
• Dental plans
• Vision insurance
• Dependent care savings account
• Fourteen company-paid holidays including Thanksgiving week
• Generous paid time off for vacation and sick days
• Employee assistance program
• Family medical leave
• Paid parental leave (8 weeks)
• Adoption assistance reimbursement program
• Concierge services for family care needs
• 401(k) retirement plan with traditional and Roth options

Location

Fully remote