Our office will close at 1:00 pm on Fridays through Friday, September 2, 2022.

The Peninsula Center For Estate And Lifelong Planning
CALL

More Than 20 Years Of Experience Building Lifelong Relationships      

ESTATE PLANNING DRAFTING PARALEGAL

SUMMARY

Drafts any and all documents pertaining to estate planning for a client from instructions given by attorney; responds to general client inquiries regarding non-legal matters; assists clients with trust funding issues; drafts funding transfer documents as necessary under supervision of attorney; monitors suspense dates; serves as liaison between client and attorney as necessary; maintains assigned client files.

POSITION SPECIFICATIONS

1. Education: Paralegal training in the drafting of Wills, Trusts, and other types of Estate Planning Documents.

2. Experience: Must have worked as an estate and trust drafting paralegal in a law firm for a minimum of 2 years.

3. Skills & Abilities: Good typing skills required; proficiency in Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook and HotDocs required; Familiarity with Tabs 3/Practice Master preferred; strong organizational skills and attention to detail mandatory; ability to work independently required; ability to get along with others and communicate effectively is a must; team player.