Our client located in
Brentwood, TN is seeking a
Estate Planning Paralegal to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the
legal industry!
The Estate Planning Paralegal is a
permanent opportunity with a
primarily onsite schedule.
Responsibilities:
If you are passionate about estate planning and thrive in a role where you take charge of client interactions, anticipate needs, and ensure every detail is handled seamlessly, then this opportunity is for you.
- Own the client experience - act as the primary point of contact for clients throughout the estate planning and administration process, ensuring clarity, responsiveness, and a top-tier experience
- Lead client meetings with confidence, including document signings, funding discussions, and follow-ups, ensuring clients fully understand their plans
- Manage estate planning, probate, and trust administration cases from start to finish with little to no direction
- Drafting base, advanced, and estate administration matters using WealthCounsel and internal templates
- Own Deed and LLC drafting, filing, and recording processes
- Funding client's estate plans
- Preparing clients' estate planning portfolio binders
- Creating diagrams and overviews of clients' estate plans
- Assisting attorneys with high-net-worth and complex estate planning matters
- Lead with our Core Values
- Care + Concern for Others
- Committed to Quality
- Growth Mindset
- Kindness, Always
- Bridging the Gap Between Confusion + Clarity
- Authenticity
Qualifications:- 3+ years of experience as a paralegal, with a strong emphasis on client relations
- Proven ability to take ownership of client interactions, meetings and case coordination
- Estate Planning, WealthCounsel, and WealthDocx experience are bonuses
- Strong ability to communicate legal concepts clearly and confidently to clients
- Candidates should possess high-level organizational skills, and time-management skills
- Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
- Must have strong interpersonal skills and talent for writing and grammar
- ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired
Culture/Benefits:
Comprehensive
Job Title: Estate Planning Paralegal
Opportunity: Permanent
Location: Primarily onsite with some flexibility for hybrid schedule on Fridays
Salary: $70-75k
