Job description

Our Law firm is a compassionate and client-focused firm dedicated to long-term care and estate planning. Our firm was created to address the growing needs of families and individuals navigating the complexities of aging, estate management, and probate.

We are seeking an Estate Planning & Probate Paralegal with exceptional customer service skills, a strong work ethic, and a genuine desire to help others. At our firm this is more than just a job—it’s an opportunity to make a meaningful impact on people’s lives every day.

Why Join Our Team?

We offer a supportive and rewarding work environment with:

✅ A fast-paced and professional atmosphere

✅ A collaborative and fulfilling workplace

✅ Paid Holidays & Accrued Paid Time Off

✅ Comprehensive Benefits Package

✅ Competitive Salary with 401(k) and Profit Sharing

✅ Opportunities for professional growth and development

Key Responsibilities:

As a valued member of our team, you will:

• Carefully review legal documents and accurately set up electronic files
• Draft trusts, wills, and other estate planning documents
• Prepare probate petitions, guardianship, and conservatorship petitions
• Communicate with clients to verify and obtain necessary information
• Maintain detailed and organized records of client interactions and legal proceedings in a paperless system
• Provide compassionate and timely responses to client concerns
• Use sound judgment to escalate urgent matters when necessary
• Foster strong client relationships by delivering exceptional service
• Collaborate effectively with attorneys and team members

What We’re Looking For:

To thrive in this role, you should have:

• Education & Experience: Some college coursework required; a degree or paralegal certification is preferred (or equivalent experience)
• Technical Skills: Proficiency in Adobe Acrobat Pro, Microsoft Office Suite, Macintosh OS, and Clio; experience with Wealth Counsel and/or Elder Counsel is a plus
• Attention to Detail: Strong organizational skills with the ability to meet strict deadlines
• Communication Skills: Excellent oral and written communication abilities
• Teamwork & Independence: Ability to work collaboratively and independently with minimal supervision
• Problem-Solving & Initiative: A proactive mindset to assist clients and improve processes
• Reliability & Confidentiality: A trustworthy professional who maintains strict client confidentiality