Paralegal, Part or Full-time
TBG | The Bachrach Group
We are seeking an experienced and highly organized Estate Planning & Probate Paralegal to join its team on a part-time or full time basis. This opportunity is ideal for a self-motivated professional who can quickly integrate into a busy office, manage matters with minimal supervision, and provide exceptional support to both clients and attorneys.
The successful candidate will possess experience in Georgia estate planning and probate matters, excellent communication skills, and a compassionate approach when working with individuals and families navigating sensitive life events. This role requires strong attention to detail, the ability to manage multiple priorities, and a commitment to delivering high-quality work in a deadline-driven environment
Key Responsibilities
iesPrepare and revise a variety of estate planning and probate documents, including wills, trusts, powers of attorney, advance healthcare directives, and property transfer documen
ts.Coordinate client meetings, document execution appointments, and estate plan signing sessions while ensuring all scheduling details are accurately manag
ed.Facilitate document-signing appointments and oversee completion of required paperwo
rk.Support trust funding activities through the preparation of deeds, transfer documentation, PT-61 filings, and related for
ms.Maintain organized electronic and physical case files, ensuring records are complete, accurate, and readily accessib
le.Utilize document automation and drafting software to generate customized legal documents and corresponden
ce.Serve as a point of contact for clients by responding to routine inquiries, providing status updates, and escalating legal issues to attorneys when appropria
te.Communicate and coordinate with courts, financial professionals, accountants, attorneys, and other third parties involved in client matte
rs.Enter and maintain accurate case information, billing records, and database updates on a timely bas
is.Assist attorneys and team members with administrative and case-related projects as need
ed.Participate in team meetings and contribute ideas to improve internal processes, client service, and operational efficien
cy.Identify opportunities to educate clients regarding additional services that may benefit their planning nee
ds.
Qualifications
onsMinimum of 2 years of Georgia-based experience supporting estate planning and probate matte
rs.Demonstrated ability to independently manage client matters and contribute immediately with minimal traini
ng.Strong knowledge of estate planning documentation, trust administration, probate procedures, property transfers, and related filin
gs.Exceptional written communication, proofreading, and grammar skil
ls.Professional and empathetic approach to client interactions, particularly during emotionally challenging situatio
ns.Ability to remain organized and productive while balancing competing priorities in a fast-paced environme
nt.Strong interpersonal skills and a client-service-oriented minds
et.Proven commitment to accuracy, attention to detail, and meeting deadlin
es.Experience working with legal practice management, document assembly, and timekeeping softwa
re.Self-starter with strong problem-solving abilities and a proactive approach to wo
What the Position Offers
ersOpportunity for long-term growth and advancem
ent.Potential transition to a full-time role following an initial evaluation per
iod.Supportive and team-oriented workplace cult
ure.Well-established systems, workflows, and operational proces
ses.Convenient office location with complimentary park
ing.Team events and opportunities to build strong professional relationsh
ips.Stable environment with the ability to make an immediate imp
#J-18808-Ljbffr TBG | The Bachrach Group
$100k
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