Estate Planning Paralegal jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ticket Crushers, A Law Corporation · 21 hours ago

Estate Planning Paralegal

Resolutions Law Firm is a family-oriented firm in Chattanooga, Tennessee, specializing in estate planning and probate. They are seeking an Estate Planning Paralegal to manage client interactions and ensure a seamless estate planning process, supporting the lead attorney with document preparation and quality assurance.

ConsultingLaw EnforcementLegalProfessional Services
check
Growth Opportunities

Responsibilities

Manage inbound calls, provide process overview, and schedule consultations with the attorney
Prepare and dispatch representation agreements, ensure execution, and manage estate planning questionnaires
Conduct intake interviews, handle data entry into WealthCounsel WealthDocs, and draft estate documents
Maintain exceptional client service by consistently providing updates and personal follow-ups
Schedule signing appointments and coordinate post-signing tasks like deed recording
Conduct thorough quality checks on documents to ensure accuracy and completeness

Qualification

WealthCounsel WealthDocsClio practice managementEstate planning knowledgeDocument preparationClient communicationAttention to detailTime managementTeam player

Required

3-5 years as an estate planning paralegal with autonomous operational capability
Proficient in WealthCounsel WealthDocs, Clio practice management, and Microsoft Word
Strong client communication abilities, with a proactive and self-starting attitude
High attention to detail and strong time management to avoid procrastination
Thrives in a collaborative, fast-paced, and supportive work environment
Solid understanding of estate planning, including revocable vs. irrevocable trusts

Benefits

Paid Time Off: 10 days per year, plus paid holidays including major bank holidays.
Flexible Hours: 9:00 a.m. to 5:00 p.m. with flexible lunch breaks.
No Health Insurance or Retirement: These benefits are currently not provided, but a 401(k) is under consideration.

Company

Ticket Crushers, A Law Corporation

twittertwittertwitter
company-logo
The experienced attorneys at Ticket Crushers, the Bay Area's premier Traffic and DUI Law Firm represent clients throughout the San Francisco Bay area for Traffic Violations, Criminal Defense, and Driving Under the Influence ("DUI"​) charges.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Christopher D'Anjou
Attorney At Law/Managing Partner
linkedin
leader-logo
Stephanie Martinez
Chief Operations Officer
linkedin

Recent News

Company data provided by crunchbase