Signing Paralegal

Crisp Recruit • Kennewick, WA

33d • Hybrid

About The Position

The Signing Paralegal role at Elevated Estate Planning is crucial for maintaining our commitment to excellence in client service. This position exists to manage the client journey through the document signing process in our Kennewick office. By ensuring that all legal documentation is prepared correctly and that clients understand their estate plans, this role supports our mission to deliver peace of mind to every individual and family we serve. The Signing Paralegal will have a direct impact on client satisfaction and the overall efficiency of our legal processes.

Requirements

• Previous paralegal or legal experience is preferred, with estate planning experience considered a strong plus. We are also open to experienced legal intake or similar professionals who demonstrate strong transferable skills and are eager to grow into paralegal work.
• Ability to explain complex legal concepts in understandable terms and adapt to the client's knowledge level.
• Strong attention to detail in reviewing and preparing legal documents.
• Adept at managing multiple client relationships and maintaining a high-volume appointment schedule.
• Familiar with Microsoft Office and capable of adapting to the firm’s in-house CRM and evolving systems.
• Able to handle challenging questions and a range of personalities with composure and professionalism.

Responsibilities

• Guide clients through the signing process post-consultation, acting as their main point of contact.
• Review estate planning documents for accuracy and completeness at least two weeks before the signing appointment.
• Conduct approximately four signing appointments per day, ensuring adherence to schedule while maintaining thoroughness.
• Identify and flag spelling, formatting, and other document inconsistencies before attorney final review, helping ensure documents are accurate and ready for signing.
• Provide clear explanations of documents to clients, addressing questions and escalating legal issues to the attorney as needed.
• Work closely with Kennewick's Front Desk Coordinator and visiting attorneys to maintain smooth operations.
• Occasionally travel to the Yakima office to provide additional support, with mileage reimbursed.

Benefits

• 100% employer-paid medical, dental, and vision coverage for full-time employees, eligible after approximately 60 days.
• Access to a 401(k) with a 3% employer match, starting after one year of service.
• Paid holidays and a firm-wide paid office closure between Christmas and New Year's.
• Mileage covered for inter-office travel between Kennewick and Yakima.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed