Estate Planning Paralegal / Legal Assistant
About The Position
A small, well-established financial and estate planning firm is seeking a detail-oriented Estate Planning Paralegal / Legal Assistant to support estate planning, trust administration, and client coordination activities. This role will assist with drafting estate planning documents, coordinating deed filings, handling trust funding activities, and supporting day-to-day client and legal administrative functions. This is an immediate opening due to continued business growth. The position is located in Sandy Springs, Georgia, in an in-office environment. It offers an excellent opportunity to join a flexible, team-oriented office environment where employees gain broad exposure to estate planning, legal administration, and client service operations.
Requirements
- 1+ years of related experience preferred
- Estate planning or trust experience highly preferred
- Strong attention to detail required
- Degree or Paralegal Certificate preferred
- Strong communication and organizational skills
Responsibilities
- Draft estate planning and trust documents
- Coordinate deed filings with counties
- Assist with corporation formations
- Support trust funding activities
- Coordinate and organize client documentation
- Draft client correspondence and letters
- Answer phones and assist with general office administration
- Maintain accurate and organized files
Benefits
- Benefits allowance up to approximately $400 per pay period that employees may use toward healthcare, transportation, or personal benefit expenses.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
