Estate Planning Paralegal

Anderson Business Advisors • Draper, UT

2d • $50,000 - $70,000 • Hybrid

About The Position

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.

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

• Hybrid work schedule
• Robust onboarding program
• Medical, dental, vision, and short-term disability coverage (at no cost to employee)
• 401(k) matching program (4% after 3 months)
• 16 days paid time off in the first year, 21 days after one year
• 7 paid company holidays
• $35 monthly gym membership subsidy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree