Estate Planning Paralegal - Phoenix

Only for registered members Phoenix, United States

1 month ago

Default job background
Full time

Job summary

This is a Remote Opportunity. We are seeking a skilled and motivated Estate Planning Paralegal to join our dynamic remote team.

We empower our clients by guiding them through every step of the estate planning process—preparing critical documents, educating them on their options, and providing mentorship to secure their future.

Responsibilities

  • Client Education & Consultation:
    Engage with clients to explain the importance of estate planning and help determine the best package for their needs.
  • Document Preparation & Client Intake:
    Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys.
  • Client Mentorship:
    Assist clients with intake forms, final documentization, and promptly address any questions throughout the process.

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