Virtual Estate Planning Paralegal

VirtualVocations
Published
June 14, 2022
Location
Houston, TX
Category
Job Type

Description

A virtual administrative support provider is seeking a Virtual Estate Planning Paralegal.

Core Responsibilities of this position include:
Supporting attorneys with estate planning matters
Providing trust-based planning
Assisting with preparation of documents
Position Requirements Include:

Bachelor's degree
Experience with estate planning software, preferably ForeTrust, Wealth Counsel or Hot Docs
Excellent writing and proofreading skills
3+ years of recent (within the last six months) experience working as a paralegal in estate planning
Experience drafting and preparing wills and trusts, powers of attorney, and documents involving the transfer of property
Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel

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