Estate Planning Paralegal

Anderson Business Advisors•Draper, UT

5d•$50,000 - $70,000•Hybrid

About The Position

Job Purpose: To assist attorneys in administrative and clerical work related to estate planning, ensuring the smooth flow of client estate plans and providing high-quality support to clients. This role involves drafting estate planning documents, maintaining client communication, and performing research projects as needed. QualificationsAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row! Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients. Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world. At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities. We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally. Anderson Advisors offers robust benefits including:

Requirements

2+ years postsecondary education.
3-4 years of experience in estate planning.
Paralegal course completion (if degree was not in paralegal studies).
Strong verbal and written communication skills.
Attention to detail, critical thinking, and problem-solving skills.
Experience working with Wealth Counsel drafting software.

Nice To Haves

Additional certifications or coursework related to estate planning or paralegal studies.

Responsibilities

Maintain lines of communication with clients, answering simple questions that do not require an attorney.
Direct clients to the correct individuals to answer questions and fulfill requests.
Provide timely updates to clients on the status of their estate plans.
Draft estate planning documents based on input from attorneys, including wills, trusts, and powers of attorney.
Ensure all documents are prepared accurately and in compliance with company standards and legal requirements.
Track the flow of clients’ estate plans, ensuring timely completion and execution.
Assist attorneys with administrative and clerical tasks, such as photocopying, scanning, and filing documents.
Perform research projects as assigned by attorneys, providing accurate and thorough information.
Maintain electronic and physical filing systems for easy retrieval of documents.
Collaborate with attorneys, paralegals, and other team members to provide comprehensive support to clients.
Participate in team meetings and contribute to the development of department strategies.
Support the estate planning team in achieving departmental goals and objectives.

Benefits

Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at little or no cost to you.
Plan for the future with a 401(k) matching program.
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check, drug screen, internet, and social media search are required for employment.

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