Estate Planning Paralegal

Pregenzer Baysinger Wideman & Sale

Albuquerque, NM

Job Description
Job Description
Albuquerque/Santa Fe law firm seeking a F/T estate planning paralegal with minimum of 7+ years of estate planning experience to join our team. Candidate must have great organizational skills, ability to work independently, and be detailed oriented. The ideal candidate will be a team player, work efficiently, be professional in all aspects of the position, have good communication skills and have excellent writing skills. Responsibilities:
Draft revocable living trusts, wills, powers of attorney, healthcare directives, and related estate planning documents
Review client information, attorney notes, questionnaires, and design documents before drafting
Prepare customized trust provisions based on each client's family structure, assets, goals, and distribution instructions
Draft specific clauses and language addressing beneficiary distributions, trusts for children, successor trustees, contingencies, special circumstances, and other client-specific needs
Identify missing, inconsistent, or unclear information before documents are finalized
Communicate directly with clients to clarify their wishes and obtain information needed for drafting
Coordinate with attorneys, paralegals, and other members of the estate planning team
Revise documents based on attorney feedback and client-approved changes
Review documents for accuracy, consistency, formatting, spelling, names, dates, and legal instructions
Help ensure matters move efficiently from the information-gathering stage through drafting, review, and signing
Maintain organized and accurate client records and matter notes
Meet drafting deadlines while maintaining a high level of quality and attention to detail
Please email cover letter, resume, and three professional references.
\nCompany Description
PBWS is a women-owned, women-led law firm with offices in Uptown Albuquerque and Santa Fe.

Company Description

PBWS is a women-owned, women-led law firm with offices in Uptown Albuquerque and Santa Fe.

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Vacancy posted 12 days ago

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