Estate Planning Drafting Paralegal

Job Description

Prospect Blue is seeking a detail-oriented Estate Planning Drafting Paralegal to join a reputable law firm in Williamsburg, VA. This is a full-time, in-office role focused.

Column Name preparing estate planning documents based on attorney guidance. The paralegal will also assist clients invités with non-legal inquiries, support trust трев funding processes, and draft.connections related documentation under attorney supervision. Responsibilities include tracking important deadlines, serving as a point of contact between clients and attorneys, and managing assigned client files and schedules.

• Draft estate planning documents, including Wills and Trusts, per attorney instructions
• Handle general client questions on administrative or procedural matters
• Support clients with trust funding and prepare transfer documents as needed
• Monitor and maintain suspense dates and deadlines
• Act as aहाँిల్ల between clients and attorneys when appropriate
• Keep client records and timelines organized and up-to-­date

Education:

• Formal paralegal training with a focus on drafting estate planning documents such as Wills and Trusts; or

Experience:

• Minimum of 2 years working as a paralegal in estate and trust drafting within a law firm setting

Skills &

Competencies:

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• Strong typing ability
• Proficiency in Microsoft Word, Excel, Outlook, and Hot Docs
• Experience with case management software (Tabs3/Practice Master preferred)
• Excellent organizational skills and keen attention to detail
• Self-starter with the ability to manage workload independently
• Strong interpersonal and communication skills; collaborative and team-oriented

• Paid Time Off & Paid Holidays
• 401(k) with Profit Sharing
• Health & Dental Insurance
• Long-Term and Short-Term Disability Coverage