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Paralegal The candidate will review and organize client files, Analyze client files to develop drafting plan, Draft wills trusts and other estate planning documents in a timely and efficient manner, Provide accurate and timely updates to clients regarding drafting of documents, Accurately answer client questions in relation to estate plans, Provide detailed written and verbal account of client interactions and communications,. Know and relay the appropriate current plan status of estate plans to team members, Organize, maintain, and track schedule for signing ceremonies, Setup client binders for signing ceremonies, Provide general administrative and drafting assistance as needed, Proficiency with the use of Microsoft Office products (Word, Excel, Outlook), Familiarity with CLIO and WealthCounsel a plus, Excellent communication and interpersonal skills, Highly organized with the ability to prioritize and multi-task, A minimum of one (1) year experience in a law firm or professional services firm, in a similar capacity, preferred.
