Senior Estate Planning Paralegal (WealthCounsel Experience Required)
$60k - $70kThe Farrell Law Firm, P.C.
Job Description
Job Description
Are you a tech-savvy, detail-oriented Estate Planning Paralegal who loves drafting high-quality document packages and taking ownership of client files? Our growing boutique estate planning law firm is seeking a Senior Estate Planning Paralegal to join our team as our primary drafting specialist. In this role, you will be the backbone of our drafting legal team—working hand-in-hand with our attorneys and their custom consultation design sheets, converting those plans into complete, highly accurate estate planning packages. You will work directly with our lead attorneys.
Key Responsibilities
- Document Drafting & Assembly: Draft customized Revocable Living Trusts, Irrevocable Trusts, Wills, Financial Powers of Attorney, Healthcare Directives, and Certificates of Trust using WealthCounsel.
- Property & Asset Funding: Perform real estate title and deed research; prepare first drafts of personal property transfers to fund client trusts.
- Pipeline Management: Track client files, ensuring initial document packages are prepared and sent for client review within established firm timelines.
- Quality Control: Conduct final audits of all legal documents for consistency, proper party names, and formatting before client delivery.
- Client & Attorney Coordination: Address administrative client questions regarding draft reviews and process requested revisions efficiently.
Qualifications & Requirements
- Experience: Minimum 3+ years of dedicated experience drafting estate planning packages in a legal setting.
- Software Proficiency: Strong proficiency in WealthCounsel is required.
- Knowledge: Deep working knowledge of estate planning document structures, trust mechanics, tax considerations, and property deeds.
- Skills: Exceptional proofreading ability, high attention to detail, strong time-management skills, and a tech-forward mindset.
Compensation & Benefits
- Starting Base Salary: $60,000 – $70,000 annually (commensurate with experience).
- Bonus Structure: Monthly performance bonuses based on file turnaround metrics and team production goals.
- Health Insurance: employee health insurance coverage (available after waiting period).
- Retirement Plan: 401(k) plan with firm participation (available after waiting period).
- Paid Time Off: Generous PTO policy plus paid federal holidays.
- Schedule & Location: Full-time; in-office; Marietta and Milton office locations.
- Professional Growth: Firm-sponsored continuing education and legal tech training.
How to Apply
Please submit your resume along with a brief cover letter detailing your specific experience with WealthCounsel . Qualified candidates will be contacted promptly for an initial phone interview.
\nCompany DescriptionThe Farrell Law Firm, P.C. is an Estate Planning law firm, specializing in planning and settling estates. John Farrell wrote the book on estate planning in Georgia - Estate Planning for the Modern Family. The Farrell Law Firm continues to be ranked among the best estate planning law firms in Georgia.
Company Description
The Farrell Law Firm, P.C. is an Estate Planning law firm, specializing in planning and settling estates. John Farrell wrote the book on estate planning in Georgia - Estate Planning for the Modern Family. The Farrell Law Firm continues to be ranked among the best estate planning law firms in Georgia.
Vacancy posted 5 days ago
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