Client Success - Signing Estate Planning Paralegal

Client Success - Signing Estate Planning Paralegal (Signing Bonus)/Hybrid

Compensation
- Signing Bonus - Salary Range $75,000 - $90,000. Benefits & Perks:
Medical & Dental Insurance, Performance-based bonuses, 401(k), Generous PTO & Paid Holidays, Complimentary Estate Planning Services, All-expenses-paid trip after 5 years of service, ongoing recognition, team events, and celebrations

Work Schedule and Hybrid Arrangement

This position follows a hybrid schedule based on the firm’s operational and office-space needs. Monday and Friday are designated remote production days. Tuesday, Wednesday, and Thursday are required in-office days and are the primary client-facing and signing days.

The employee is expected to be physically present and prepared to conduct signing meetings beginning at 9:00 a.m. on required in-office days. The remote-work schedule may be modified when client needs, training, team coverage, meetings, or firm operations require additional in-office attendance.

Remote work is contingent upon maintaining productivity, responsiveness, confidentiality, reliable internet access, an appropriate private workspace, and compliance with all firm policies.

Are you ready to demonstrate your expertise in an ambitious firm? Then, please read on…

We are a law firm that provides estate planning, estate administration, probate, and asset protection planning for clients. We need an organized, thoughtful, caring professional. We are looking for someone who is well-organized, adaptable to change, can meet deadlines, and follows systems yet uses judgment while providing an exceptional client experience, ensuring that the legal services provided by the firm are in accordance with firm policies, procedures, and standards.

Excellent verbal and written communication skills are a must. Ability to work in a hybrid remote/in-person environment.

If you are “THE ONE” we are looking for, please tell us why we should schedule an interview with you.

$75,000 - $90,000

Primary Responsibilities

Estate Planning Signing Meetings

• Conduct estate planning signing meetings on Tuesday, Wednesday, and Thursday.

• Prepare for each signing meeting in advance and confirm the signing package is complete and accurate.

• Review the general purpose of the estate planning documents and confirm that the documents reflect the attorney-approved design.

• Answer appropriate procedural and document-related questions and refer substantive legal questions to an attorney.

• Ensure that all documents are signed, witnessed, and notarized properly.

• Confirm that deeds, trust certificates, assignments, beneficiary documents, and ancillary documents are included when applicable.

• Maintain a professional, welcoming, calm, and organized signing environment.

• Ensure signed documents are properly scanned, saved, routed, and stored.

• Provide clients with final documents, electronic copies, funding information, and next-step instructions.

• Document the completion and outcome of each signing meeting in the case-management system.

Client Review Calls

• Conduct assigned review calls before the client’s signing meeting.

• Review the client’s estate plan summary and confirm receipt of draft documents and educational materials.

• Confirm whether the client has watched the firm’s automated document-review videos.

• Answer appropriate procedural and general document questions.

• Identify requested changes or questions requiring attorney review.

• Confirm names, fiduciaries, beneficiaries, addresses, and other factual information.

• Document the call and any outstanding issues in the case-management system.

• Help ensure attorney questions are resolved before the signing meeting whenever possible.

Client Education and Video Review Process

• Send or confirm delivery of the firm’s estate planning education videos.

• Track whether clients have completed the video review.

• Reinforce the information provided in the videos and identify recurring questions.

• Recommend improvements to the educational content and client-review process.

• Support the goal of reducing routine signing meetings to approximately 60 minutes without reducing client understanding or service quality.

Estate Plan Summaries

• Prepare…