Estate Planning and Administration Paralegal

Tuckerallen - Town and Country, MO

Full-time - Entry Level

Town and Country, MO

About the position

The Estate Planning and Administration Paralegal at TuckerAllen plays a crucial role in supporting both clients and attorneys throughout the estate planning process. This position is designed for individuals who are focused, passionate, and committed to delivering exceptional service to clients. The paralegal will be involved in drafting essential estate planning documents, including wills, trusts, and powers of attorney, utilizing specialized drafting software. The role requires a daily in-office presence due to the nature of client consultations and document signings, ensuring that the paralegal can provide immediate assistance and support to clients and attorneys alike. At TuckerAllen, we pride ourselves on creating a workplace that fosters growth and development. We are dedicated to recruiting top talent and investing in our employees, making this a destination career for those looking to thrive in a supportive environment. The ideal candidate will take pride in providing excellent customer service, possess a positive and optimistic attitude, and enjoy collaborating with a team of capable and talented individuals. The work environment is designed to be pleasant and conducive to productivity, with a standard 40-hour work week. The paralegal will be responsible for drafting estate plans and related documents, preparing binders for client signings, maintaining electronic files, and communicating with clients regarding their documents and appointments. Attention to detail, strong organizational skills, and the ability to manage multiple tasks are essential for success in this role. The paralegal will also be expected to attend estate plan document signing meetings, ensuring that all necessary documentation is prepared and executed correctly.

Responsibilities

• Draft estate plans, including wills, trusts, and powers of attorney using drafting software.
• Draft beneficiary and other real estate transfer deeds.
• Prepare binders for client signings and maintain electronic files of scanned documents and drafts.
• Communicate with clients to book signing appointments or check on the status of draft document reviews.
• Edit draft documents for client changes and prepare documents for signing.
• Attend estate plan document signing meetings.

Requirements

• Minimum of 2 years of estate plan drafting experience.
• Associate's or Bachelor's degree in Paralegal Studies.
• Excellent verbal and written communication skills.
• Professional demeanor and positive communication skills.
• Excellent typing skills and computer literacy, including proficiency in Microsoft Word, Outlook, and Excel.
• Experience with estate plan drafting software.

Nice-to-haves

• Experience with specific estate plan drafting programs (please specify in application).
• Ability to handle multiple tasks and remain highly organized.

Benefits

• 100% employer paid insurance premiums for medical, dental, orthodontia, disability, and life insurance.
• 401(k) plan.
• Wellness program.
• Ongoing educational opportunities.