Estate Planning Paralegal

Are you passionate about making a positive impact on families through meticulous estate planning?

 

Do you thrive in a dynamic environment where personalized client care is a top priority?

 

Can you handle complex legal documentation with precision and professionalism?

 

Are you eager to become the right hand to an accomplished estate planning attorney?

 

Final question: When faced with a challenge, do you get excited or run away?

 

 

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

Resolutions Law Firm, located in the heart of Chattanooga, Tennessee, has spent nearly two decades transforming legal challenges into peace of mind for our clients. Our approach is rooted in personalized, compassionate care, recognizing that each case signifies a pivotal life moment for those we serve. We specialize in estate planning, probate, and real estate, guiding our clients with clarity and confidence through every legal process.

 

Our family-oriented firm, deeply embedded in the local community, prides itself on understanding the unique needs of our clients. Founded on the principles of integrity and clear communication, we've dedicated ourselves to delivering real-world solutions that protect what matters most—families and futures. Whether establishing an estate plan or navigating a probate process, our goal is to simplify complexities and secure resolutions that leave lasting legacies.

 

The Estate Planning Paralegal position at Resolutions Law Firm is essential in ensuring our clients receive unparalleled personal care and attention throughout their legal journey. Positioned as the right hand to our lead attorney, the role supports the firm's mission by managing end-to-end client interactions and maintaining a seamless estate planning process. This position is key to delivering the peace of mind our clients seek through careful document preparation, client communication, and coordination.

 

 

What you’ll do:

• Client Interaction: Manage inbound calls, provide process overview, and schedule consultations with the attorney.
• Document Preparation: Prepare and dispatch representation agreements, ensure execution, and manage estate planning questionnaires.
• Intake Management: Conduct intake interviews, handle data entry into WealthCounsel WealthDocs, and draft estate documents.
• Client Experience: Maintain exceptional client service by consistently providing updates and personal follow-ups.
• Coordination: Schedule signing appointments and coordinate post-signing tasks like deed recording.
• Quality Assurance: Conduct thorough quality checks on documents to ensure accuracy and completeness.

What we’re looking for: 

• Experience: 3-5 years as an estate planning paralegal with autonomous operational capability.
• Technical Skills: Proficient in WealthCounsel WealthDocs, Clio practice management, and Microsoft Word.
• Communication: Strong client communication abilities, with a proactive and self-starting attitude.
• Detail-Oriented: High attention to detail and strong time management to avoid procrastination.
• Team Player: Thrives in a collaborative, fast-paced, and supportive work environment.
• Knowledge: Solid understanding of estate planning, including revocable vs. irrevocable trusts.

 

Why you should work here: 

• Empowering Culture: Join a team-first environment where your growth and contributions are prioritized.
• Professional Development: Benefit from firm-paid training, certifications, and professional growth opportunities.
• Collaborative Environment: Work with kind, patient, and supportive colleagues who step in to help when needed.
• Impactful Work: Make a tangible difference in clients' lives by helping them protect their families' futures.

 

Additional perks:

• Competitive Pay: $20–$25 per hour, based on experience, with potential for increase after 30 days.
• Paid Time Off: 10 days per year, plus paid holidays including major bank holidays.
• Flexible Hours: 9:00 a.m. to 5:00 p.m. with flexible lunch breaks.
• No Health Insurance or Retirement: These benefits are currently not provided, but a 401(k) is under consideration.

Join Resolutions Law Firm as our Estate Planning Paralegal and become an integral part of a team dedicated to providing peace of mind through expert legal solutions. If you’re driven by client care and have the skills to excel in this role, we invite you to apply and help us create lasting legacies for the families we serve.