Estate Planning Paralegal

Description
A growing and client-focused estate planning practice in the northwest metro is seeking an experienced Estate Planning Paralegal to support attorneys in delivering comprehensive estate planning and estate administration services. This role involves direct client interaction, document preparation, and support across the full lifecycle of estate planning, probate, and trust administration matters.

The practice serves individuals and families across a wide range of asset levels, including high-net-worth clients and closely-held business owners, with an emphasis on thoughtful planning, tax efficiency, and seamless wealth transfer strategies.


Key Responsibilities

Draft estate planning documents, including:

+ Wills, revocable and irrevocable trusts

+ Powers of attorney and health care directives

+ Ancillary transfer and funding documents

Assist with probate and trust administration, including:

+ Pre...

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