Paralegal - Estate Planning
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The role
Support a legal team in estate planning, probate, and trust administration by preparing, organizing, and managing complex client information.
Collect and summarize client assets, real estate, accounts, and business interests to inform tailored estate plans.
Draft and review estate planning documents (wills, revocable living trusts, powers of attorney, health care directives) under attorney supervision.
Prepare supporting materials such as trust funding instructions and estate planning summaries; coordinate revisions and updates.
Prepare deeds and filing documents, coordinate LLC formations, and ensure proper recording with county offices.
Maintain confidential client records, track deadlines, coordinate communications with clients and professionals, and support asset transfers and trust funding.
Collect and summarize client assets, real estate, accounts, and business interests to inform tailored estate plans.
Draft and review estate planning documents (wills, revocable living trusts, powers of attorney, health care directives) under attorney supervision.
Prepare supporting materials such as trust funding instructions and estate planning summaries; coordinate revisions and updates.
Prepare deeds and filing documents, coordinate LLC formations, and ensure proper recording with county offices.
Maintain confidential client records, track deadlines, coordinate communications with clients and professionals, and support asset transfers and trust funding.
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