Paralegal

Hiring: Estate Planning Paralegal (Client-Facing Role) We are seeking an enthusiastic and dedicated

Estate Planning Paralegal

to join our growing team. This is a unique, client-focused role that blends paralegal responsibilities with client services. The ideal candidate enjoys building relationships, guiding clients through the estate planning process, and serving as their primary point of contact from engagement through completion of representation. This position is best suited for someone who thrives in sophisticated planning, values precision, and is eager to grow with a dynamic and fast-moving firm. Key Responsibilities: Serve as the main point of contact for clients throughout the estate planning process Attend and host initial client meetings and maintain strong client relationships Act as a liaison between attorneys and clients, ensuring clear communication Lead signing ceremonies and explain estate planning documents to clients Conduct funding meetings and assist clients with asset titling and beneficiary designations Manage and update client information across databases and legal software (e.g., Clio, Monday.com, Wealth Counsel) Maintain professionalism, sound judgment, and a client-first approach in all interactions Qualifications: Minimum 5 years of estate planning paralegal experience Strong proficiency in Microsoft Word, Excel, and Adobe applications Experience working with legal databases and case management systems (Clio, Monday.com, Wealth Counsel preferred) Excellent verbal and written communication skills Strong organizational skills, attention to detail, and ability to manage multiple tasks Professional demeanor, strong work ethic, and client-service mindset