Estate Planning Drafting Paralegal

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Tuition assistance

Estate Planning Drafting Paralegal

Location: 9859 South 168th Ave.  Omaha, NE 68136 | Schedule: Full-Time, On-Site

We are seeking an experienced and detail-oriented Estate Planning Drafting Paralegal to join our drafting team and ensure the accurate production of estate planning and business entity documents. This role includes hands-on drafting and future team leadership, working alongside the drafting team to maintain quality, efficiency, and consistency in all documents produced.

Key Responsibilities

· Support current drafting team members

· Draft estate planning documents directly, including trusts, wills, POAs, amendments, and other planning instruments

· Manage workflow and quality control for all drafting projects

· Prepare and oversee drafting of LLC and business formation documents

· Coordinate client signings, ensuring all documents are complete and ready for execution

· Oversee CRM matter setup, intake accuracy, and document organization

· Review and implement revisions based on attorney or client feedback

· Communicate with clients professionally and assist with questions as needed

· Maintain organized digital and physical client files

· Enforce drafting standards, processes, and best practices

Qualifications

· Paralegal certification preferred

· 3–5+ years of estate planning drafting experience

· Wealth Counsel experience preferred

· Strong understanding of trusts, wills, POAs, and related planning instruments

· At least one plus years of management, supervisory, team lead, or senior drafting experience 

-  Excellent communication and organizational skills

· Ability to manage multiple deadlines in a fast-paced environment

· Experience with Actionstep or similar CRMs is a plus

Preferred Attributes:

· Client-focused with a strong sense of professionalism and confidentiality.

· Able to manage multiple projects and deadlines with minimal supervision.

· Analytical thinker with strong problem-solving skills.

· Comfortable working in a team-oriented environment with high accountability.

Why Join LDS?

· Grow your career at the intersection of law, client service, and business development.

· Make a meaningful impact on families, business owners, and the community.

· Work alongside a supportive, growth-focused team of professionals.

· Access ongoing training and development to expand both legal expertise and business development skills.

· Play a direct role in shaping the growth and success of a leading estate planning firm.

What We Offer:

· Competitive salary plus bonus opportunities (subject to experience)

· 401(k) with immediate vesting and employer match.

· Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).

· Paid time off (PTO) and firm holidays.

· Professional expense reimbursement (bar dues, CLE, and related travel) as applicable.

· Collaborative, supportive office environment focused on excellence and growth.

How to Apply: Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references available upon request. 

Compensation: Salary range is $25.00 to $28.00 (based on experience level)