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Estate Planning Paralegal

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Adams & Martin Group

2021-12-03 08:50:23

Job location Olean, Missouri, United States

Job type: fulltime

Job industry: HR / Recruitment

Job description

We are looking for an experienced Estate Planning Paralegal that wants to increase their income and have a better balance between work and family life. Will pay 10-20% above your current salary.

We would like to find someone that has 2+ years' experience in estate planning and estate administration.

Responsibilities

· Assist our team in providing estate planning and estate administration services

· Gather information from clients and coordinate client meetings

· Attend signing meetings and follow up with clients on action items

· Prepare estate planning documents with Wealth Counsel software

· Help systematize our estate planning and trust administration process

· Provide "raving fan" service and find new ways to add value for our clients

Qualifications

· 3 or more years of experience as an estate planning paralegal

· Strong work ethic

· Attention to detail

· Caring personality

· Likes working with a team of professionals

· Good written and verbal communication skills


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