Paralegal – Estate Planning & Trust Funding

Work Arrangement: In-Office

Office Address: 4080 McGinnis Ferry Road, Building 500, Suite 502, Alpharetta, GA 30005

Starting Salary: $50,000+ (commensurate with experience)

Schedule: Monday–Friday, 9:00 AM – 5:00 PM

About the Role

We are seeking a motivated and detail-oriented Paralegal with a strong interest in estate planning drafting and trust funding. This is an excellent opportunity for someone who enjoys precision, organization, and wants to deepen their expertise in estate planning and probate administration.

We are a supportive, collaborative, and fun team to work with. Our team works hard, communicates directly and kindly, and believes that people do their best work when expectations are clear and trust is mutual.

What We’re Looking For

The ideal candidate is proactive, reliable, and thrives in a fast-paced, team-oriented legal environment. You can juggle multiple priorities, communicate clearly, and ensure nothing falls through the cracks. You will thrive here if you appreciate clear expectations, thoughtful leadership, teamwork without ego, and a workplace where accountability and respect go hand in hand.

Job Requirements:

• 1–3 years of paralegal experience (estate planning or probate experience preferred)

Key Traits & Skills

• Takes initiative and solves problems creatively
• Naturally organized and methodical
• Thrives under deadlines and manages multiple tasks efficiently
• Excellent follow-through and attention to detail
• Service-oriented with a positive, “how can I help?” attitude
• Team player with strong accountability and professionalism
• Comfortable communicating with clients, colleagues, and third parties
• Able to receive feedback, stay composed under pressure, and maintain a sense of humor
• Dependable, consistent, and interested in long-term growth with the firm

Typical Activities

• Drafting estate planning documents under attorney supervision
• Assisting with and managing trust funding processes
• Gathering and analyzing information to ensure accuracy of funding documentation
• Organizing and prioritizing workload to meet firm deadlines
• Entering, recording, and maintaining electronic client records
• Making informed decisions and resolving issues efficiently
• Building and maintaining strong relationships with clients, financial institutions, and internal team members
• Communicating clearly in person, via email, and by phone

Compensation & Benefits

• Benefits (After 90 Days):
• Firm contribution towards medical insurance
• Dental, and Vision Insurance
• Bonuses: Performance-based, tied to KPIs
• Paid Time Off: PTO plus all major holidays
• Continuing Education: Support for job-related training and professional development

Performance Expectations

• Uphold firm policies, values, and professionalism in all interactions
• Arrive prepared and consistently perform at a high standard
• Support the firm’s mission and vision by maintaining accuracy, quality, and integrity in all work

If you’re a dependable, people-oriented professional who enjoys keeping things organized and moving efficiently, and you’re excited to grow in estate planning and trust funding, we’d love to hear from you.

All employment inquiries are handled with strict confidentiality.