Senior Paralegel

Job Description

Job Description

We are a highly regarded Trusts & Estates firm looking for an experienced Senior Paralegal to join our team. If you excel in client-facing roles, bring strong estate planning experience, and possess the leadership skills to manage support staff while meeting deadlines, we’d love to hear from you.

What You’ll Be Doing

• Drafting and reviewing estate planning documents with precision and ensuring accuracy.
• Conducting client-facing meetings and overseeing signings, ensuring a 5-star experience each time.
• Managing and mentoring a team of support staff, fostering efficiency and adherence to deadlines.
• Assisting with probate matters, ensuring all filings and communications are completed promptly.
• Filing deeds accurately and handling necessary tracking.
• Performing notary duties, including witnessing and notarizing critical documents.
• Preparing, printing, proofing, and finalizing all legal documents to maintain our standards of excellence.
• Serving as a primary point of contact for clients, ensuring consistent, exceptional service throughout their experience.

You’re Probably a Match If You Have

• At least 6 years of experience as a Paralegal, specifically in Trusts & Estates.
• Proficiency with Wealth Counsel (required).
• Notary certification (required).
• Strong client-facing skills with clear and professional communication.
• Proven experience in managing support staff and meeting deadlines in a fast-paced environment.
• Experience with probate case management is a plus.
• Superior organizational skills and exceptional attention to detail.
• A proactive, hands-on approach to handling multiple tasks efficiently.
• Excellent at G Suite
• Experience in Clio or similar system

About Us

We’re a well-established Trusts & Estates firm committed to providing top-quality, client-focused estate planning and probate services. Our team is passionate about making a positive impact, and we prioritize client satisfaction and exceptional legal service.

What We Offer

• Competitive Salary: $88,000 - $100,000 annually, based on experience and expertise.
• Comprehensive Health Benefits
• Life Insurance
• Retirement Plan with employer contributions.
• Professional Development Opportunities and ongoing education.
• Collaborative and Supportive Team Environment
• Paid Time Off, Holidays, and a Flexible Work Schedule

If you’re looking for a position where you can apply your expertise, lead a dedicated team, and directly support clients with their estate planning and probate needs, we encourage you to apply!