11.18.2021

The Estate Planning Paralegal prepares drafts of trusts, wills or related documents, meeting with clients, talking with clients, investigates facts and other documents in order to provide substantive legal support and case management to a group of attorneys who perform work in the areas of complex wealth preservation and estate planning.

Key Responsibilities

  • Understands and takes ownership of assigned cases, matters, and projects, and is responsible for client contact and case management
  • Prepares, organizes, screens, and reviews all case, matter, and project documents and materials
  • Identifies, analyzes, and synthesizes information to move cases, matters, and projects forward; assesses underlying issues and implications; and highlights potential issues for the attorneys
  • Drafts trusts, wills, or related documents
  • Works directly with clients for signing of documentation
  • Contacts other court, office, and agency personnel as required to obtain information needed for case, matter, and project work
  • Communicates with clients as directed by the attorneys
  • Assists attorneys in identifying and developing process improvements

Requirements

  • Bachelor’s degree in a related field
  • Training from a paralegal program or paralegal certification preferred
  • 5 years paralegal experience, including (1) build, and maintain client relationships, (2) case management and ownership responsibilities, and (3) experience drafting a wide breadth and depth of legal documents
  • Strong proficiency in MS Office (Word, Excel, Powerpoint, Outlook) and Adobe Acrobat
  • Familiar with systems, processes, and applications used in the legal environment, including enterprise time and billing (Elite), ProDoc, Pacer, Texas E-filing systems, and DMS (iManage) systems/applications
  • Excellent written and verbal communication skills
  • Exceptional prioritization, problem-solving, organizational and project management skills
  • Able to work well in a dynamic environment, and to respond effectively with calm, resourcefulness, and flexibility in demanding situations
  • Professional, tactful, honest, respectful, courteous, cooperative, and client-centric spirit that embraces diversity and inclusion

 

 

How to Apply

Interested applicants should submit a cover letter and resume to hr@mcginnislaw.com. A cover letter (including salary expectation) is required, and applications without cover letters will not be reviewed. McGinnis Lochridge is an equal employment opportunity employer.

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