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Estate Planning Paralegal
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Full-time
- To support our legal team by assisting in the preparation and management of estate planning documents and trust administration processes.
- This role involves direct client interaction for data collection, document drafting, and ensuring the efficient organization and management of estate planning documents.
- Draft estate plan documents, including wills, living trusts, health care directives, powers of attorney, and more using Estate Guru software.
- Provide support in trust administration, including the preparation of allocation schedules, distribution plans, and managing trust administration files.
- Work closely with the Senior Paralegal to manage files, workflow, and ensure timely completion of tasks.
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