Estate Planning Consultant jobs in Tennessee

If you enjoy taking on responsibility, are exceptionally organized, thrive in a fast-paced environment, independent, and enjoy serving people this position might fit you.

Firm Overview

Crow Estate Planning & Probate, PLC is a reputable and fast-growing estate planning law firm with offices in Nashville, TN, Clarksville, TN, and Hopkinsville, KY. Our mission is to provide our clients with exceptional legal services in the areas of estate planning, probate, conservatorships, and business planning. We currently have 16 employees, including 4 attorneys and a CPA on staff.

Overview of Position

We are seeking to hire a full time paralegal to work in the Nashville branch of the firm. The candidate must be able to effectively manage a high volume workload, be independent, organized, and a self-starter, all while being on a larger team.

At least 5 years of experience as a paralegal is required. If you do not have experience with estate planning and probate in your prior jobs, do not let that dissuade you from applying, but we do heavily prefer those with experience in this area. If you lack this experience, we will take time to train you fully and make sure that you know the material.

We strive to create a work environment that is exciting, fun, friendly, and educational. We value hard work and a willingness to learn above all else.

Key Responsibilities:

• Estate Planning: Prepare drafts of wills, trusts, powers of attorney, living wills, and other traditional estate planning documents.
• Probate: Manage and administer probate cases, ensuring clients are well informed as to the process. Prepare probate pleadings, inventories, assist clients with bonding, and distribution of assets.
• Conservatorships and Guardianships: Prepare petitions and other legal documents for conservatorship and guardianship cases, aiming to safeguard the interests of individuals unable to manage their own affairs.
• Business Planning: Provide support in establishing new businesses, preparing routine contracts and agreements, and other business documents.
• Real Estate Matters: Assist with real estate transactions, including the preparation of deeds, contracts, and other documents.
• Client Interaction: Act as a primary contact for clients, offering empathetic and professional support. Responsibilities include answering phone calls, screening new client inquiries, scheduling consultations, and ensuring efficient communication and dedication to our internal processes.
• Administrative Support: Perform light bookkeeping duties, maintain organized files and records, keep attorneys' calendars, and ensure accurate and timely processing and filing of legal documents. Maintain CRM and task management systems.

Our Core Values

• We treat one another as we would want to be treated ourselves.
• We prioritize continuous learning, understanding that it is an essential element of success in the ever-evolving legal landscape as well as personal development.
• We highly value open debate, acknowledging that all perspectives are instrumental in forging the best path forward.
• Our workplace is characterized by an atmosphere of camaraderie and laughter, which fuels a harmonious and productive work environment.
• We maintain that ego should never overshadow the importance of teamwork and the shared objective of serving our clients.
• Character and integrity are fundamental components of a successful law practice.

Our Clientele

Our typical client is 50 years old or older, primarily female, a grandparent, on the conservative side, and has retired or is about to retire. They rightfully expect a high level of client service, personal attention, and superior expertise. Our goal is to provide an excellent customer experience for the client and build our relationship with them to better understand their goals and the legacy they seek to protect.

What We Are Not Looking For

Please do not apply to this position if you:

• Do not enjoy interacting with clients
• Want to simply push papers
• Looking for a short-term job
• Are not able to work well with others
• Do not like taking the initiative
• Need to be constantly directed and supervised
• Are not able to keep up with a face paced environment
• Have issues with working with others
• Note: This is NOT a remote position

Desired Attributes

Friendly and outgoing demeanor:

• Candidate should be friendly and engaging with clients making them feel welcome and supported throughout their experience with the firm.

High work ethic:

• We have a very busy office and this position in particular can be demanding at times. The candidate should be able to work hard to achieve goals and keep up in a fast paced environment.

Lifelong learner:

• The candidate should always be curious and always try to learn something new to improve themselves.

Integrity and ethical behavior:

• The candidate should demonstrate high ethical standards and professionalism in all aspects of their work, and be able to represent the firm in a manner that aligns with its values and mission.

Sense of humor:

• Candidate should enjoy laughing and have a work hard/play hard mentality.

Self-Starter:

• Candidates should be independent and not require constant prodding or oversight.

Excellent communication skills:

• The candidate must be able to communicate effectively both in writing and verbally

Attention to detail:

• The candidate should possess a keen eye for detail, ensuring that all information obtained from clients is accurate

Results-oriented mindset:

• The candidate should be focused on achieving measurable results and consistently push themselves to improve and do better

Collaborative spirit:

• The candidate should be a team player who is able to work effectively clients, staff, attorneys, and the administrative team to achieve shared goals.

Resilience and persistence:

• The candidate should be able to maintain focus and determination in the face of challenges and setbacks, and continue working towards marketing objectives even in difficult circumstances.

Proficient in Microsoft Word, Excel, Outlook, and Adobe:

• The candidate should be able to do most functions on these platforms as we use them on a regular basis in the firm.

Compensation

We offer competitive salaries and desire candidates that are looking for long term employment and the ability to grow with the firm.

• Salaried position with compensation based upon experience level
• Eligible for bonuses after 6 months
• Vacation time is accrued
• Paid holidays
• Health insurance
• Short term disability
• Long term disability
• Life insurance
• We offer vision, dental, and critical illness insurance, but we do not offer compensation for those
• Retirement plan with 3% matching by employer after one year of employment

Qualifications

• Experience as a paralegal is required, preferably 5 years or more
• Bachelor's degree and/or Paralegal certificate is preferred
• Must be Notary Public (or willing to be one)

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Disability insurance
• Free parking
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• No travel

Work Location: In person