Estate Planning Paralegal

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.

If the following job requirements and experience match your skills, please ensure you apply promptly.
The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
Job Duties:Can perform all duties described in prior sections of Legal Administrative Assistant and Legal AssistantSelf-directed practice management with Attorney oversightDrafts full and substantive plans with functional knowledge of documents to the extent requested by attorneyAbility to draft plans in HotDocsMay perform In-office signings with no supervisionAbility to conduct legal research – take initiative on synthesizing answers to legal questionsIs aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of lawHas extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of lawManages billing reports and calendarWork from home is allowed after 90-day training period. xzbcwsv
Required Experience/ Qualifications:Bachelor’s degree or Paralegal CertificateEfficient, detail-oriented and accurate
Preferred Experience/ Qualifications:1 or more years of Paralegal Experience in Estate Planning
Technical Skills:Proficient in Microsoft Office and Adobe
Salary Range: $50,000 - $58,000