Estate Planning Paralegal

Overview

The Harbor Lawyers, specialize in guiding our clients through the turbulent waters of life’s uncertainties. Our dedicated team is committed to crafting tailored solutions that protect your assets and honor your legacy. Whether you're looking for ways to reduce future tax liabilities or seeking strategies to avoid the expenses and delays associated with the probate process, our trusted attorneys will provide comprehensive estate planning services designed to meet your unique needs.

With expertise in wills, trusts, and advance directives, we navigate the legal waters with care and understanding. Let The Harbor Lawyers be your anchor, preparing you for tomorrow’s uncertainties today.

The Harbor Lawyers is seeking an experienced Estate Planning Paralegal with at least 5 years of experience in wills, trusts, and probate matters. The ideal candidate will have a strong background in client consultations, estate planning document preparation, and probate administration. This role offers the opportunity to work directly with clients, providing strategic legal support while managing estate planning cases from start to finish.

• Mid-Level Responsibilities
• Billing and Project Support:
  Assist with billing and invoicing, including coordination with accounting on client billing and matter-related costs. Provide administrative and project support to attorneys, practice groups, and legal leadership, including assistance with special initiatives and process improvements.
• Client Interaction:
  Independently manage sensitive client communication, potentially discussing complex concepts and overcoming objections.
• Workflow Management:
  Initiative to manage complex document workflows efficiently.
• Collaboration:
  
  Working closely with attorneys and coordinating with software vendors, acting as a reliable team player.
• Education:
  
  A paralegal certificate or degree is beneficial; ongoing CLE in trusts & estates is a plus.

• Experience:
  
  Minimum 5 years in estate planning, focusing on drafting wills, trusts, and POAs
• Or 10 years paralegal experience, with a minimum of 3 years EP drafting
• Document Proficiency:
  Expertise in drafting complex estate planning documents, real estate deed transfers, ensuring compliance with state law, and preparing funding instructions.
• Software:
  Proficiency with estate planning software (Clio preferred but not required) and general legal tech. Effectively uses case management, document management, billing, and collaboration tools to support attorneys and clients while maintaining strict confidentiality, data security, and compliance with firm policies.
• Management of Estate Plan and Trust Funding Administration Process:
  Skilled in guiding clients through asset retitling and beneficiary updates.

• Attention to Detail:
  Meticulous in reviewing documents and ensuring accuracy.
• Communication:
  Excellent verbal and written skills to explain complex matters to clients and coordinate with attorneys.
• Empathy & Patience:
  Ability to handle sensitive topics and stressful client situations with compassion.
• Organization:
  Strong time management, ability to juggle multiple tasks, and maintain order in a fast-paced environment.
• Initiative & Problem-Solving:
  Proactive, independent, and resourceful in resolving issues.
• Client Focus:
  Ability to build rapport, communicate value, and manage client expectations effectively.
• Technology Savvy:
  Demonstrates strong proficiency with law firm technology and ability to quickly learn and adapt to new legal software systems.
• Adaptable:
  Ability to adapt to changing priorities and workflows while maintaining accuracy, professionalism, and attention to detail in a dynamic legal environment. Comfortable navigating change and ambiguity, with the ability to pivot as priorities evolve.

• A culture grounded in trust, respect, and integrity
• Collaborative environment that supports your drive for excellence
• Robust health insurance and legal benefit plans
• Training & development opportunities
• Paid vacation
• On-site fitness center access
• 401(k) retirement plan with company match

Work Authorization/Security Clearance:
Candidate must have valid work authorization for the U.S. A criminal background investigation is conducted on every Legal

EASE/The Harbor Law Group employee.

Physical requirements:

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

The Harbor Law Group is an equal opportunity employer.