Estate Planning Paralegal jobs in United States
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Hook Law · 4 days ago

Estate Planning Paralegal

Hook Law is dedicated to helping families navigate meaningful and complex transitions, and they are seeking an Estate Planning Paralegal who values purposeful work. The role involves supporting attorneys throughout the estate planning process, drafting legal documents, and ensuring a smooth client experience.

Real Estate

Responsibilities

Support attorneys throughout the estate planning process, from initial client meetings through final document execution
Draft, organize, and revise estate planning documents, including:
Wills
Trusts
Powers of attorney
Advance medical directives and healthcare proxies
Deeds, declarations of homestead, and trust-funding documents
Meet with clients and communicate professionally to gather information, explain next steps, and ensure a smooth planning experience
Assist with trust funding by coordinating asset transfers and preparing related documentation
Conduct legal research related to estate planning strategies, tax considerations, and applicable statutes
Prepare, organize, and maintain client files with accuracy and attention to detail
Collaborate closely with attorneys and other professionals to ensure deadlines are met and client expectations are exceeded
Help deliver a consistently high-quality client experience that reflects Hook Law’s commitment to clarity, comfort, and confidence

Qualification

Estate PlanningDrafting legal documentsLegal researchParalegal certificationMicrosoft OfficeOrganizational skillsCommunication skillsTeam collaborationConfidentialityAdaptability

Required

Strong drafting skills and comfort working with detailed legal documents
Excellent organizational skills and the ability to manage multiple matters at once
Professional, empathetic communication style when working with clients and colleagues
Ability to work independently while also thriving in a collaborative team environment
High ethical standards and a strong sense of confidentiality
Advanced computer skills, including proficiency with Microsoft Office and legal practice management systems
A willingness to learn, grow, and adapt in a fast-paced, client-focused law firm

Preferred

Associate's or Bachelor's degree and/or paralegal certification preferred
Prior experience as an Estate Planning Paralegal or in a closely related legal role strongly preferred

Benefits

Competitive pay with overtime eligibility
Generous PTO
Health and wellness perks, including concierge medicine and access to the Calm app
Insurance and retirement planning options
Dependent Care FSA
Access to modern, tech-forward legal tools that actually make your job easier

Company

Hook Law

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The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.

Funding

Current Stage
Early Stage
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