Estate Planning Paralegal
Capstone Search Partners
Job Description
Job Description
About the Role
We’re looking for a detail-driven Estate Planning Paralegal to join our legal team. In this role, you’ll support attorneys by preparing estate planning documents, communicating with clients, and keeping everything on track from intake to execution. You should be organized, proactive, and comfortable handling sensitive information with discretion.
What You’ll DoDraft estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives
Manage client intake and maintain regular communication throughout the planning process
Organize and maintain case files and document templates
Coordinate document signings, notarizations, and witness arrangements
Prepare asset schedules and funding documents (e.g., trust funding letters, deed transfers)
Conduct legal research as needed to support planning strategies
Track deadlines and ensure all documents are properly filed and executed
Work closely with attorneys to customize plans based on each client’s needs
Vacancy posted 20 days ago
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