Paralegal - Estate Planning
Law Office of Cynthia Hall, PLLC
Bainbridge Island, WA US
Posted ago
Law Office of Cynthia Hall, PLLC

Paralegal- Estate Planning and Probate

About Us

We are a dynamic, consultative, and entrepreneurial law firm seeking to add an experienced estate planning/probate paralegal to our happy, highly reputable, and growing team. This is an excellent opportunity to work closely with highly regarded and appreciated professionals – a great group of people, who collaborate on providing estate planning and probate services within a broad scope. Our practice focuses not only on the quality of our services but also on the relationships we build with clients. 

The culture of our firm is friendly, warm, and focused on clients and interpersonal relationships – and we laugh a lot. Clients are individuals and business owners with sophisticated tax, estate, business planning, and related tax compliance needs. Our team comes from a variety of backgrounds with diverse personal interests. While client work is important and we hold ourselves to high service standards, our family and outside interests and activities are just as valuable.  

The Opportunity

This is a great opportunity for someone who is friendly, enjoys working with others, and who wishes to work in an office where everyone feels connected to each other in providing our services to clients who appreciate us, and where there is limited bureaucracy. Our paralegal will work closely with the firm’s owner and the estate planning team’s legal assistant and will have regular contact with clients. 

Compensation: $26 - $29 hourly (plus PTO and Benefits)

Responsibilities

Our ideal candidate will be an experienced estate planning paralegal with at least 3 years’ prior experience. In this position you will:

  • Coordinate with the team on the production of estate and probate documents
  • Proofread and edit estate planning and other related documents
  • Manage probate engagements and assist Personal Representative/Executor
  • Help manage the workflow of the work
  • Help manage client intake and calendaring
  • Assist others with ancillary communications related to the estate planning and probate services offered to our clients
  • Collaborate with and help other professionals and the team
  • Communicate and daily interactions with clients by telephone, email, and in-person contact
  • Participate as a member of the office-wide team
  • Provide general office support to others as needed

Qualifications

Personal Characteristics and Other Considerations

  • Naturally curious, organized, and analytical
  • Desire to work both independently and collaboratively
  • Motivated to learn and propose value-added services for clients
  • Strong writing and interpersonal communication skills
  • Confident with communications to and interacting with clients
  • Enthusiasm for learning about developments within estate and probate law as appropriate for an experienced paralegal
  • Proficient with technology and openness to learning as technology is added
  • Dependable, accountable, and flexible
  • The desire for professional challenges
  • Comfortable with working within a fast-paced environment
  • Appreciates and maintains the confidentiality and privacy of our clients
  • Superb organize and time-management skills

Minimum Qualifications

  • Bachelor’s Degree
  • Paralegal Certificate from an Accredited Institution
  • Experience with drafting estate and probate documents and statutory forms
  • Experience working with Microsoft 365 (and Microsoft Teams a plus)
  • Experience with federal and estate tax return preparation a plus

Please do not apply if you do not have the experience and qualifications required for the position. If you have qualifications and experience beyond the minimum, we welcome your application as we also have positions for those with greater experience and a desire to join a growing practice.

The above description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Compensation
$26 - $29 hourly
About Law Office of Cynthia Hall, PLLC

Our main office is in Bainbridge Island, Washington but we also have virtual satellite offices in Seattle and Bellevue. We have a reputation for caring for our clients and providing top-notch professional services. The firm owner consistently ranks at the top of the annual Best of Bainbridge poll as one of the top three CPAs in the community by a vote of its residents. Our clients think of us first when they need legal counsel. We have a professional and welcoming approach, with high standards for our work. Our clients appreciate our genuine care for their interests and our expertise in a variety of areas. 

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