Job Details

Estate Planning & Probate Paralegal

• Setting up new clients and matters in Clio
• Drafting estate planning documents including wills, financial powers of attorney, health care powers of attorney, and living wills
• Drafting initial probate forms and maintain files during probate process
• Proofreading motions, briefs, settlement agreements, responses to pleadings, etc.
• E-file court documents
• Scheduling appointments and maintaining firm calendar
• Maintaining office supplies, photocopying and scanning documents

Job Qualifications

• High school education with at least 2 years experience as legal assistant/paralegal
• Knowledge of MS Word, Clio, Clio Draft, Quickbooks, E-filing experience is a plus
• Public Notary or willing to become Public Notary
• Excellent judgment, problem solving, and decision -making skills to handle a variety of responsibilities under general supervision