Experienced Probate & Estate Planning Paralegal

If you are a detail-driven, results-oriented, friendly individual who loves working with people, take a closer look! Douglass & Runger, PLLC is looking for a full-time Probate and Estate Planning Paralegal.

The primary responsibility of the Probate & Estate Planning Paralegal is to assist our legal team with shepherding a new client’s matter through our internal processes from initial consultation to final meeting.

Responsibilities:

• Connect with clients via email and phone to share and collect documents and information, updating client database.
• Put the client at ease, ensure they are being well taken care of.
• Prepare planning and funding documents using Microsoft Word, Excel, and Wealth Counsel.
• Analyze and review client’s assets and properly transfer them to their Trust by creating necessary financial institution forms and document packages for clients.
• Communicate with outside contractors, courts, financial advisors, and financial institutions to ensure that planning and probate deadlines are met.
• Ensure Attorneys are prepared for the week ahead and that everything needed for a signing meeting, court hearing, or draft review meeting is prepared and in office prior to signing.
• Provide stellar service to our clients.
• Create and update reports for weekly, monthly, and quarterly staff meetings.
• Participates in bi-weekly team meetings with owners, staff, and attorneys.
• Drafts legal pleadings for Probate cases
• Calendars and monitors deadlines for estates, conservatorships, etc.

Education and Experience Required:

The Probate & Estate Planning Paralegal should have educational background at the Bachelor degree level or should have 10-15 years work experience within the legal field, ideally as a full-time Paralegal.

Experience communicating with people in a professional environment. Ability to establish connections with clients and provide excellent customer service.

Quick learning, self-motivated, detail-oriented.

Experienced in technology, including Microsoft Office, Dropbox, Clio, and Wealth Counsel.

Compensation: Commensurate with experience.

Benefits: Medical, Dental, Vision, Group Life, Group Disability, and 401k with employer match

Your application will not be considered without the following:

1. Cover letter containing the following:
   1. What you think it takes to be a stellar Paralegal;
   2. What you are looking for in your next position;
   3. What you bring to the table; and,
   4. Your salary requirements.
2. Resume
3. References