Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Job Title: Paralegal (Estate Planning)
Location: Hackensack, NJ
Salary: $60k-95k
Job Overview:
We are seeking a skilled Estate Planning Paralegal to join our legal team. As a Paralegal, you will provide essential support to our attorneys and assist in various legal tasks. This is a great opportunity for someone with strong organizational skills and a passion for the legal field.
Duties:
- File and organize legal documents, including pleadings, motions, and correspondence
-Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
- Conduct document review and analysis
- Maintain case files and update case management systems
- Assist with drafting legal documents, such as contracts and agreements
- Conduct legal research using resources such as Westlaw
- Prepare and organize exhibits for trial or hearings
- Coordinate and schedule meetings, depositions, and interviews
- Assist with client intake and interviews
- Provide administrative support to attorneys, including managing calendars and handling phone calls with professionalism and etiquette
Skills:
- Excellent written and verbal communication skills
- Strong attention to detail and organizational abilities
- Proficient in legal research tools such as Westlaw
- Familiarity with document management systems like iManage
- Ability to work independently and manage multiple tasks simultaneously
- Knowledge of legal administrative procedures and protocols
- Strong computer skills, including proficiency in Microsoft Office Suite
As a Paralegal, you will play a crucial role in supporting our legal team. We offer competitive compensation and benefits packages, including opportunities for professional growth within our firm.
Job Type: Full-time
Pay: $60,000.00 - $95,000.00 per year
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Work Location: In person
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