Estate Planning Paralegal – Complex Drafting

Job not on LinkedIn

🔥 15 hours ago

🐎 Kentucky – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

👻 Ghost score 10%

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Logo of Hargrove Firm

Hargrove Firm

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 the database of clients, financial advisors, and legal team; monitor progress, log activity, provide updates, and enter/update data • Communicate with financial advisors and clients to ensure they properly engage and complete required tasks • Orchestrate and maintain synchronized calendars for virtual meetings involving clients, attorneys, and financial advisors • Monitor and respond to inquiries through online support via chat, email, and video meetings • Provide technical guidance to users on the NetLaw system, video conference tools, and other technology • Assist attorneys with client support needs, including document drafting, preparing final documents, and client follow-up communications • 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 • 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

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

Apply Now

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