Estate Planning Paralegal

Overview

Job Title: Estate Planning Paralegal

Department: Estate Planning

Reports to: Director of Legal Services

FLSA Status: Hourly Non-Exempt

Statement of

Purpose:

The Purpose of the Estate Planning Paralegal position is to support attorneys and clients by facilitating the estate planning process from start to finish. With a client-centered approach, this role ensures that estate plans are accurately developed, clearly communicated, and efficiently executed – helping clients achieve peace of mind in planning for the future.

• Review estate plan design elements and financial information for/with assigned clients
• Communicate with clients via phone to verify and confirm planning details
• Enter client data and draft estate planning documents with accuracy and attention to detail
• Maintain organized client files and monitor progress toward completion of each estate plan
• Lead or assist in client meetings to review documents, gather signatures, and provide clarification as needed.
• Support and/or facilitate client workshops to execute documents and fund trusts
• Follow up with clients to ensure timely completion of trust funding and plan implementation

Education Required: Bachelor’s Degree or equivalent combination of education and professional experience

• Minimum 2 years of client service experience
• 2 or more years of experience in a financial services setting or estate planning and legal document drafting experience
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to manage multiple client files and deadlines efficiently
• Comfortable working independently and as part of a collaborative team

Primarily based in the Grand Rapids office, with travel to Portage, Holland, and Norton Shores for client workshops and meetings as needed.

This note job description is not intended to be an exhaustive list of all duties and responsibilities. Additional tasks may be assigned as needed to support tam goals and client needs.