Estate Planning Drafting Paralegal
The Peninsula Center
Williamsburg, VA US
Posted ago
The Peninsula Center

We’re seeking a skilled and experienced estate planning drafting paralegal with a minimum of 2 years drafting experience in a law office environment. The ideal candidate will have excellent written and oral communication and organizational skills and be able to work independently. If you are a team player and enjoy helping others, this position is for you.

Compensation: $47,000 - $65,000 depending on experience, knowledge and technical abilities. Trial period will be required.

Responsibilities

  • Draft estate planning documents to include wills, powers of attorney, revocable and irrevocable trusts, and various types of agreements as well as client correspondence.
  • Draft documents necessary to facilitate trust funding and assist clients with trust funding questions and issues.
  • Performs basic legal research.
  • Communicate with clients.
  • Maintain drafting statistics and suspense system.
  • Maintain estate planning client files.
  • Update and maintain estate planning templates, forms, checklists, and letters.
  • Respond to general client inquiries regarding non-legal matter.

Qualifications

  •  Must have worked as an estate and trust drafting paralegal in a law firm for a minimum of 2 years.
  • Good typing skills and proficiency with MS Office products and HotDocs. Knowledge of TABS3/PracticeMaster preferable but not required.
  • Should have a general knowledge of the Virginia Uniform Trust Code.
  • Must be able to work independently as well as with others.
  • Must have excellent time-management, communication, and organizational skills.
  • Must be a strong writer with excellent spelling, grammar, and punctuation skills.
  • Must be a detail person.

Compensation
$47,000 - $65,000 depending on experience
About The Peninsula Center

The Peninsula Center for Estate and Lifelong Planning is a boutique estate, business, and tax planning law firm in Williamsburg, Virginia. Our goal is to provide the highest quality legal services to clients who appreciate a dedication to excellence and recognize the benefits of the years of experience and knowledge that our firm provides. Our attorneys and staff are of the highest quality, dedicated to working together as a team to ensure that every client feels like they are the only client and receives the care and assistance necessitated by the client’s individual situation.

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