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Estate Planning Paralegal

MK Legal Planning

Not Specified, United States Full-time in Legal
    • Job ID 1802016

    Job Description

    Seeking an Experience Estate Planning Paralegal – Fully Remote Mid-Missouri law firm is looking for experienced, level-headed, A paralegal to join our team. This position may be remote if we find the right candidate. We are an entrepreneurial estate planning law firm that is on track for aggressive growth, and we need an experienced estate planning paralegal to join our team and work directly with the owner/attorney to support the team and help our clients. We are dedicated to providing our clients with the tools to avoid court and conflict to create a lasting legacy. We are small but growing, and we want members on our team who are compassionate as well as ethical, professional, and trustworthy. You must be committed to excellence, value clients, and want to be a part of something extraordinary. This position is ideal for someone looking for long-term potential and not just a stepping stone. You help the firm achieve its goals, and it will help you achieve yours. You want to be a happy paralegal? You want money? You want to earn the respect of your peers? You want work life balance to be with your kids? Our firm wants those things for its team members, too. But you must put in the investment to see the reward. You must understand that customer service is our number one priority. We truly care for our clients. We want to build lasting friendships so we can support them and their families in the event their loved one gets sick or passes away. We believe in being organized and proactive. We do NOT deal with “putting out fires.” There are rarely emergencies. This office does not handle contested matters. The only litigation that we handle are simply uncontested probate matters. Responsibilities: • Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions • Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits • Gather information about legal issues from the client in interviews • Coordinate law office activity, including the drafting subpoenas and coordinating with process servers • Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible This position will be responsible for important work, including: • General paralegal duties, including supporting attorney and other members of the team as needed • Drafting revocable living trusts, wills, powers of attorney, and supporting documents • Drafting irrevocable trusts and supporting documents • Drafting and e-filing uncontested probate pleadings • Managing the Trust administration process • Ensuring that cases are timely moving through the pipeline • Maintaining calendar, deadlines, and reminders for the team • Maintaining files, opening files, closing files, copying, scanning, etc. • Communicating professionally with clients, attorneys, judges, etc. • Communicating with clients to gather all relevant information and keep them informed • Delivering excellent customer service • Meeting billable requirements Qualifications: • Must have strong interpersonal skills and talent for writing and grammar • Must have great time-management skills, and organizational skills • 3+ years of legal service experience under an attorney or lawyer in a law firm setting • Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education • Candidates must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree preferred If the statements below appeal to you, then you may be our next paralegal! • You take pride in your work. • You are an amazing scheduler with a sickening degree of attention to detail.You are very good with calendars, e-mail, spreadsheets, word processing, and the internet. • You do not think scanning and copying are “beneath you.” • You enjoy getting to know your clients and care about delivering the best work product to them. • You can juggle and manage multiple tasks without overwhelm. • You thrive on completing tasks in advance of the deadline.Organization and systems are your love language. • You are a problem-solver who looks for best ways of doing things. We love to help people learn and grow. But we don’t have the time for that right now. We need an estate planning paralegal with experience. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding. This is a full-time job where you are expected to manage a caseload, so you absolutely must be able to work for 40 hours per week. We are open to hiring a remote candidate or someone in office at our Rolla office.There is an opportunity for bonus compensation for those who can demonstrate their profitability. • College degree and/or paralegal degree from accredited school • Knowledge of Missouri Uniform Trust Act and Probate Code • MUST have comprehensive knowledge of and experience in estate planning • Experience with Wealth Counsel and Microsoft Word • Experience with Clio preferred by not required Compensation • Full-time position but part-time negotiable • Salary dependent on experience and hours (range $50,000-$60,000 start) • Bonus opportunities • PTO and holidays • Recognized work-life balance • Health Insurance and retirement benefits are negotiable HOW DO I APPLY? Prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who serves in the position of paralegal and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence, please write, “I have read the instructions contained in the job posting and have followed the instructions.” Compensation: $50,000 – $60,000 yearly

    • This position will be responsible for important work, including: • General paralegal duties, including supporting attorney and other members of the team as needed • Drafting revocable living trusts, wills, powers of attorney, and supporting documents • Drafting irrevocable trusts and supporting documents • Drafting and e-filing uncontested probate pleadings • Managing the Trust administration process • Ensuring that cases are timely moving through the pipeline • Maintaining calendar, deadlines, and reminders for the team • Maintaining files, opening files, closing files, copying, scanning, etc. • Communicating professionally with clients, attorneys, judges, etc. • Communicating with clients to gather all relevant information and keep them informed • Delivering excellent customer service • Meeting billable requirements

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