Estate Planning Paralegal

Overview

Are you an experienced estate planning paralegal that would prefer a part-time job with flexibility? Do you enjoy interacting with clients, improving processes and procedures, and drafting documents? We are a small estate planning firm located in Chapel Hill focused on serving middle-class clients.

• Drafting planning documents
• Assist with funding trusts
• Maintain and organize client files
• Assist with gathering information and documents from clients
• Act as first level of communication with clients
• Track the progress of client matters and keep matters progressing
• Provide weekly status updates to clients
• Coordinate signings and prepare documents for signings
• Record documents as needed
• Assist in improving and documenting our processes and procedures

• The key to our success is making our clients feel cared for, understood, and respected
• Part of our brand is to be authentic, comfortable, and accessible
• We treat non-attorney staff as respected professionals

• 20 hours/week, schedule is negotiable
• Pay based on experience
• Can be mix of in-office (some required) and remote
• 401k with matching: 100% first 1%, 50% next 5%
• We are hoping to add more benefits as our firm grows

To apply please reply with a cover letter and resume.

Experience working as an estate planning paralegal.