Paralegal at recruitometry

Paralegal We are a boutique estate planning and elder law practice dedicated to helping clients protect their assets secure their futures and navigate lifes biggest transitions with confidence. As our paralegal you will become an essential part of that mission-guiding clients drafting plans and ensuring they receive a smooth and supportive experience at every step. As our team continues to grow this role offers the chance to work closely with both new and long-standing clients assist in designing personalized estate plans and collaborate with our retirement-planning partner firm to provide a truly holistic planning experience. Since 2006 weve served a large and loyal community of appreciative clients and were looking for someone who wants to become a long-term member of our team. If you thrive in a positive collaborative and purpose-driven environment this role is an opportunity to build a meaningful and fulfilling career. Why You Should Join Us: This role is ideal for someone who wants more than just a job-it is for someone who wants a career with purpose. You will be part of a firm that operates differently from the traditional legal model. Our founder is not only an experienced estate and elder law attorney but also a respected mentor and coach to other professionals which means you will be learning in an environment dedicated to growth fulfillment and high-quality work. Here you will: Contribute to meaningful work that directly improves the lives of retirees and their families Be part of a team that prioritizes communication integrity respect and accountability Work within a streamlined organized and modern practice designed to support both your success and your well-being Join a workplace that values initiative collaboration and personal development Experience a supportive culture where your ideas and contributions genuinely matter If you want to work somewhere that feels purposeful professional and inspiring-this is the opportunity. What Youll Do: Assist in drafting estate plans and asset protection strategies using our streamlined drafting system Work directly with new clients to design personalized estate plans Run signing meetings with clients Help coordinate the occasional estate administration case for long-standing clients Collaborate with our financial services partner to ensure proper funding and plan coordination Support the Director of Operations with hiring training and delegating tasks Handle practice-specific responsibilities including case design document preparation and assisting attorneys with day-to-day legal tasks What We Offer: A competitive compensation package including contributions toward health benefits and a bonus program A positive supportive work environment that encourages growth collaboration and skill development The chance to work with a team that invests in your success and helps you build a fulfilling career What You Should Bring: A growth-oriented collaborative mindset Prior experience with estate planning (your background doesnt need to match our exact process) Strong follow-through accountability attention to detail and genuine enthusiasm for serving retiree-aged clients Key Skills Legal Drafting,Proofreading,Google Docs,Organizational skills,Microsoft Outlook,Microsoft Word,Case Management,Legal Research,Research Experience,Paralegal,Filing,Writing Skills Employment Type : Full Time Experience: years Vacancy: 1