Estate Planning Paralegal

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🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

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Hargrove Firm

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2011

⚖️ Legal

☁️ SaaS

Legal • SaaS

Hargrove Firm is a law firm focused on estate planning that combines traditional legal accountability with a transparent, real-time technology platform. The firm emphasizes fixed-fee pricing and nationwide availability, serving both advisors and individual clients who need estate planning services. Its website and product UI indicate an integrated client-facing platform for case visibility, scheduling, client management, and progress tracking, designed to make estate planning faster, more transparent, and predictable in price.

📋 Description

• Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; provide updates; enter/update data, etc. • Communicate with financial advisors and clients to ensure they properly engage and complete required tasks. • The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role. • Monitor and respond to inquiries through the online support function (chat, email, and video meetings). • A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses. • Provide technical guidance to users on NetLaw system, video conferences tools, and other technology. • Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc. • Complete other tasks as assigned by management. • Assist in the oversight and training of legal assistants for the virtual practice.

🎯 Requirements

• 4+ years of experience in Estate Planning and drafting Estate Planning documents required. • Prior experience with case and/or project management required. Including the ability to help coordinate multiple calendars. • Proficiency in Microsoft Word, Excel, Outlook, and Zoom; Basic proficiency in learning and navigating new technology systems. • High level of organization, time management, and attention to detail. • Excellent verbal and written communication skills. • Commitment to customer service and confidentiality. • Team-player who thrives in a fast-paced, collaborative environment.

🏖️ Benefits

• Full-time Employment • 401k with competitive matching • Health Insurance • Paid-Time Off • Flexible Hours • Fun coworkers and growth potential!