Estate Planning & Probate Paralegal

Attorney Sharon Jackson•Lawrenceville, GA

About The Position

We are seeking an experienced Estate Planning & Probate Paralegal who combines strong technical legal skills with outstanding client service. The ideal candidate is patient and compassionate with older adults, highly organized, visually detail-oriented, and an exceptional proofreader. This individual will work directly with attorneys, clients, referral partners, and vendors while utilizing Smokeball and WealthCounsel to prepare and manage estate planning matters.

Requirements

Minimum 3 years of estate planning, probate, elder law, or related legal experience.
Experience drafting complicated revocable and non-revocable trusts.
Experience with adult guardianship.
Experience drafting letters of administration.
Experience with Smokeball, Clio, MyCase, or a similar case management software is required.
Excellent proofreading, editing, and document formatting skills.
Strong Microsoft Office skills.
Outstanding written and verbal communication skills.
Exceptional organization and time management abilities.
Ability to work independently while remaining highly collaborative.
Professional appearance and demeanor.
Ability to maintain confidentiality.
Self-motivated and deadline-driven.
Able to execute and deliver positive outcomes and work products for clients.
Detail-oriented and quality-driven.
Superior Customer Service skills that result in five-star client reviews.

Nice To Haves

Experience utilizing WealthCounsel strongly preferred.

Responsibilities

Draft wills, trusts, powers of attorney, advance healthcare directives, deeds, funding documents, probate pleadings, and related legal documents.
Utilize WealthCounsel software to prepare and maintain estate planning documents.
Manage client matters in Smokeball and maintain accurate case records.
Coordinate estate planning, signing appointments, and probate appointments.
Conduct client interviews and gather financial, family, and asset information.
Assist attorneys with probate and estate administration matters.
Proofread all legal documents for accuracy, consistency, formatting, grammar, and visual presentation.
Track deadlines, follow up on outstanding items, and ensure timely completion of tasks.
Communicate regularly with clients regarding status updates and next steps.
Assist with document assembly, scanning, filing, mailings, and administrative projects.
Support marketing, client events, workshops, and community outreach activities when needed.
Help other team members as business needs require.