New Mexico Financial & Estate Planning Attorneys · 1 week ago
Estate Planning Paralegal
Albuquerque, NM
Full-time
Onsite
Entry, Mid Level
2+ years expNew Mexico Financial & Estate Planning Attorneys is dedicated to providing peace of mind through estate planning. The Estate Planning Paralegal will guide families in making important decisions and ensure their wishes are documented accurately.
Law Practice
Responsibilities
Draft estate planning documents like wills, trusts, powers of attorney, and healthcare directives
Support clients during document signings and notarizations
Stay organized by maintaining case files, deadlines, and key communications
Collaborate with attorneys and team members to deliver top-notch service
Communicate and coordinate with clients, financial institutions, and agencies
Help ensure everything we do is compliant and accurate
Qualification
Required
2 years of estate planning or probate experience
Strong knowledge of estate planning documents
excellent written and verbal communication
attention to detail
proficiency in legal software (e.g., WealthCounsel, Clio, Academy, or similar)
Client-focused mindset
ability to work independently and collaboratively
strong organizational skills
Preferred
law firm setting preferred
Benefits
Parking
401(k)
401(k) matching
Dental insurance
Free food & snacks
Health insurance
Paid time off
Vision insurance
Company
New Mexico Financial & Estate Planning Attorneys
New Mexico Financial & Family Law, based in Albuquerque, is one of the premier law firms in New Mexico, specializing in family law, probate law, and complex financial legal matters.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase