Paralegal

Job DescriptionJob DescriptionWe are seeking a skilled and compassionate Senior Paralegal to support our Attorneys with the administration of Guardianship and Probate matters from appointment through closing. In this role, you’ll independently manage key aspects of cases, including preparing documents for a variety of transactions, communicating with clients and various business and legal entities, managing Guardianship and Probate administration from start to finish, and providing excellent customer service. Successful candidates will have the ability to individually manage the cases from start to finish, including drafting and organizing court and financial documents, conducting asset collection and valuation, facilitating meetings, and communicating effectively with clients, banks, insurance companies, and other stakeholders. Strong organizational skills and the ability to manage multiple competing tasks and deadlines are essential. The ideal candidate is highly organized, detail-oriented, and comfortable managing deadlines, client communications, and financial documentation while maintaining accuracy and confidentiality. Applicants must be comfortable preparing, proofreading, and filing legal documents and correspondence to ensure accuracy and timely communication. Preferred qualifications include a high school diploma, a paralegal degree or certificate, and 2–5 years of experience as a paralegal in the estate planning field. Strong written and verbal communication skills, attention to detail, and the ability to understand and maintain confidential information are key to success in this role. Research skills and the ability to interpret financial documents are preferred.Compensation:$40,000 - $55,000 yearly Responsibilities:Communicate with clients, beneficiaries, financial institutions, court personnel, and other legal professionals regarding Probate, Guardianship, and various estate administration mattersPrepare and file probate-related court forms and administrative documentsDraft pleadings and filings, including petitions, inventories, accounts, and closing documentsDraft correspondence to clients, courts, counsel, and third partiesMaintain organized electronic and paper files and monitor all legal deadlinesGather, review, and organize documents related to the client’s estateOpen, review, and follow up on mail related to client mattersPrepare estate accountings, including detailed itemization of receipts and expenditures and reconciliation of balancesPrepare deeds and related real estate documents as part of estate administration and Guardianship appointmentEnter and maintain accurate client information regarding assets, income, and debtsConduct occasional courthouse filings and document deliveriesAssist with and participate in client conferences as needed Qualifications:At least 3 years of experience in legal services under an attorney or lawyer in a law firm settingCandidates who have completed a paralegal professional certification or have advanced paralegal education will receive preferenceStrong oral and written communication skillsMust have great time-management skills, and organizational skillsABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desiredMinimum of 2 years of Guardianship and Probate legal experience preferred OR 2+ years of experience in estate planning (paralegal or legal assistant)Bachelor’s degree or paralegal certificate preferred; relevant experience may be considered in lieu of a degreeStrong organizational and time-management skillsExceptional client service and interpersonal skillsExcellent written and verbal communication abilitiesHigh level of attention to detail and accuracyAbility to manage multiple deadlines and work independentlyProficiency in Microsoft Office; experience with legal case management software is a plusFamiliarity with Probate and Guardianship procedures within the Indiana court system is strongly preferred About Company NortonEstatePlanning&ElderLawFirm,LLCisalawfirmcommittedtohelpingindividualscreateapersonalizedestateplanthatmeetstheirexpectations.Thefirmiscomprisedofindividualswhobelieveineducation,maintenance,andcollaboration.Webelievethatestateplanningshouldfocusonprovidingyouwithaplanthatreflectswhoyouare,maximizesyourcontrolduringlife,protectsyouandyourwishesintheeventofadisability,andprovidestheinstructionsforcarryingoutyourlegacyatyoureventualdeath.NortonEstatePlanning&ElderLawFirm,LLCisdesignedtoprovidethestepsforinitiallysettingupyourplan,maintainingtheplanonceinplace,andassistingwiththeadministrationoftheplanoncedeathoccurs.Webelieveinproactivelyengagingthefamilyandcollaboratingwithprofessionalsacrossvariousfieldstocreateaplanthat"ProtectsYourDignityandSecuresYourLegacy."