Estate Planning Consultant jobs in Spokane, WA

FT Paralegal - Elder Law

Evergreen Elder Law, LLC is in search of an organized, detail-oriented professional to fill a full-time Paralegal position within our estate planning, probate, and long-term care practices. Our ideal candidate has the ability to express themselves clearly and concisely with writing and has a strong background in customer service. We need someone passionate about helping clients understand the importance of estate planning and guiding them through the probate system. Our company works hard to ensure that our clients end the experience feeling more secure and confident than when they began. Mutual loyalty is appreciated. We specialize in shielding our clients' assets from taxation and protecting estates from the high cost of long-term care. We're looking for someone who can quickly and proficiently begin contributing to our rapid growth. We place great importance on work/life balance.

Compensation

• Competitive salary ($48,000-$60,000 DOE) plus full benefits

$48,000 - $60,000

The job entails:

• Preparing estate planning documents like wills, living wills, powers of attorney, deeds, and trusts
• Preparing probate and long-term care documents
• Assisting attorneys in long-term care and probate cases
• Talking with clients and potential clients to answer their questions and provide reassurance when needed
• Researching legal issues
• Working closely with clients with a positive and empathetic attitude
• Tracking income and asset spreadsheets and monthly statements
• Preparing correspondence to clients, opposing counsel, court personnel, and potential clients
• Managing client information and organizing client files
• Teamwork Mentality

If these statements appeal to you, then you may be the right person for the job:

• You think in terms of outlines, chronologies, and indexes
• You see the potential for an organization where other people see a mess
• You smile when you answer the phone
• Your middle name is “No Drama”
• You are an impeccable scheduler with a huge degree of attention to detail
• You are very good with calendars, e-mail, spreadsheets, word processing, and the internet
• You are an awesome juggler of tasks and can change gears quickly
• You do not think scanning and copying are “beneath you”
• You appreciate great team communication
• You have excellent time management skills
• Remote work possibility for the right candidate

• Proficient with Microsoft Office including Word and Outlook
• Knowledge of Elder Docs is a plus
• Knowledge of Clio is a plus
• Superb writing/editing skills
• Excellent proofreading skills
• Strong attention to detail in documents
• A high degree of self-motivation and ability to work independently under tight deadlines
• Demonstrated professional and empathetic demeanor
• Prior experience as a paralegal required, estate planning and probate experience preferred, 3 years
• Paralegal certificate or degree preferred
• Multi-tasking with a smile
• Excellent client communication

This is a full-time job where you are expected to manage a caseload, so you absolutely must be able to work in the office for 40 hours per week. Competitive compensation is dependent upon experience. Excellent benefits package.

We look forward to reviewing your application.

Our Firm is committed to helping our clients create comprehensive legal, financial, and physical security for themselves and their families. We have the knowledge, compassion, and professionalism to guide our clients in planning for the future, giving them peace of mind as they are faced with making important decisions for themselves and their loved ones now and in the future. In these uncertain times, we work in advocacy for our clients. We are growing. Come join our amazing team!