Paralegal - Estate Planning
About The Position
Mason Law & Planning Group is seeking a dedicated, detail-driven Paralegal to support its estate planning practice. The role works closely with attorneys, paralegals, legal assistants, and clients to provide personalized legal support and help families plan for the future. The Paralegal communicates with clients and external professionals, supports trust funding, coordinates and assists with meetings, manages projects and deadlines, and maintains legal documents and digital records. The position also contributes ideas for improving internal processes, the client experience, and overall efficiency, and provides cross-functional support during busy periods or special initiatives.
Requirements
- Exceptional organizational skills and attention to detail.
- Professional written and verbal communication skills.
- Proficiency in legal document preparation and digital document management.
- Strong time management and problem-solving abilities.
- Professional presence and presentation.
Nice To Haves
- Associate’s or Bachelor’s degree, or an equivalent combination of education and relevant work experience.
- Prior experience as a Paralegal or Legal Assistant, ideally in Estate Planning, Business Planning, Probate, or Trust Administration.
Responsibilities
- Communicate with clients by phone, email, and mail to coordinate meetings, answer basic inquiries, and guide them through the estate planning process.
- Liaise with financial advisors, accountants, and insurance professionals.
- Prepare trust funding documents and assist with retitling assets into trusts.
- Prepare files and materials for in-person and virtual meetings.
- Attend meetings, take detailed notes, assist with plan review, and notarize documents.
- Prioritize and manage multiple active projects, track deadlines, follow up on outstanding items, and support communication across the team.
- Print, organize, tab, scan, and file legal documents, and maintain digital records using legal practice management systems.
- Suggest improvements to internal processes, client experience, and efficiency.
- Provide cross-functional support during busy periods or special initiatives.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
