Paralegal (Estate Planning Specialist)

Overview

This role supports Estate Planning Specialists in a fast-paced, document-intensive environment. The Estate Planning Specialist I assists with preparing and reviewing legal documents related to estate planning, managing workflows, and ensuring proper filing of deeds and other documents. Strong attention to detail and excellent communication skills are essential.

Responsibilities

• Review and prepare deeds, assignments, and other funding documents
• Coordinate with county recorders to ensure proper filing and accurate fees
• Manage workflows and processes related to funding and related tasks
• Assist in creating 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 and ability to work well in a team
• Ability to prioritize and multitask in a dynamic environment

Work Schedule

• Monday through Friday, 8 AM to 5 PM
• Occasional early or late hours to meet deadlines
• Non-exempt role requiring daily timekeeping and a 30-minute unpaid lunch

Working Conditions

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

Compensation & Benefits

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

Benefits include:

• Company-paid basic life and 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
• Multiple medical plan options including Cigna and Kaiser (in California)
• Health Savings Account 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 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 matching
• Pet insurance
• Personalized financial planning services at preferred employee pricing

Location

This position is open to candidates working remotely or in an office setting within the United States.

Additional Information

• Applications are initially reviewed through 6/19/2026; later applications may be considered on a rolling basis
• Equal opportunity employer compliant with federal, state, and local laws
• Participation in E-Verify and federal employment eligibility verification
• Accommodation requests during application or hiring process available upon request

No unsolicited resumes from agencies or search firms will be accepted for this posting.