Estate Planning Paralegal

Build My Great Team•Louisville, KY

1d•$48,000 - $52,000•Hybrid

About The Position

Triplett & Carothers is seeking a client-focused Estate Planning Paralegal to join their established Louisville firm. This role is ideal for someone who thrives on personal interaction, stays organized under a busy caseload, and takes pride in exceptional client service. The position centers on client relationships and communication. You’ll be a key point of contact throughout the estate planning process: coordinating signing appointments, working with clients’ other advisors, and making sure every client has a smooth, positive experience.

Requirements

Paralegal certificate, associate’s or bachelor’s degree, or equivalent professional experience
Outstanding interpersonal and communication skills
Strong organization and attention to detail
Ability to work effectively with clients, attorneys, and outside professionals
A professional, compassionate, service-oriented approach

Nice To Haves

Experience in a law firm, financial services, wealth management, banking, or another professional client-facing role
Estate planning experience

Responsibilities

Coordinate and conduct signing appointments for wills, trusts, powers of attorney, and related documents
Serve as a primary point of contact for clients throughout the estate planning process
Communicate with financial advisors, wealth managers, accountants, and other professionals
Schedule meetings and follow-ups, and keep client matters moving on schedule
Track matter status and maintain organized, current client files
Assist attorneys with document preparation, proofreading, and review
Respond promptly to client inquiries with professionalism and warmth