Estate Planning Paralegal

Estate Planning Paralegal Hot Job Draper Office - Draper, UT 84020 Apply Overview Salary Range $50,000.00 - $70,000.00 Salary/year Apply Description Job Purpose: To assist attorneys in administrative and clerical work related to estate planning, ensuring the smooth flow of client estate plans and providing high-quality support to clients. This role involves drafting estate planning documents, maintaining client communication, and performing research projects as needed. Key Responsibilities: Client Communication: Maintain lines of communication with clients, answering simple questions that do not require an attorney. Direct clients to the correct individuals to answer questions and fulfill requests. Provide timely updates to clients on the status of their estate plans. Document Preparation: Draft estate planning documents based on input from attorneys, including wills, trusts, and powers of attorney. Ensure all documents are prepared accurately and in compliance with company standards and legal requirements. Track the flow of clients’ estate plans, ensuring timely completion and execution. Administrative Support: Assist attorneys with administrative and clerical tasks, such as photocopying, scanning, and filing documents. Perform research projects as assigned by attorneys, providing accurate and thorough information. Maintain electronic and physical filing systems for easy retrieval of documents. Team Collaboration: Collaborate with attorneys, paralegals, and other team members to provide comprehensive support to clients. Participate in team meetings and contribute to the development of department strategies. Support the estate planning team in achieving departmental goals and objectives. Competencies: Integrity Consistently demonstrates ethical behavior. Addresses minor ethical issues independently. Ensures confidentiality and privacy in more complex situations. Accountability Manages own workload and meets deadlines with minimal supervision. Takes responsibility for the outcomes of projects. Proactively addresses issues and takes corrective actions. Customer Focused Addresses customer needs independently. Handles more complex customer inquiries and complaints. Consistently seeks ways to improve customer satisfaction. Time Management / Organization Plans and organizes own work efficiently. Balances multiple tasks and projects effectively. Uses advanced organizational tools to manage time. Communication Communicates effectively in a variety of settings. Tailors messages to the audience and situation. Facilitates productive discussions and meetings. Teamwork Contributes to team goals and objectives. Builds positive relationships with team members. Resolves minor conflicts within the team. Self-Motivated Takes initiative to improve processes and outcomes. Manages own workload and sets personal goals. Pursues continuous learning and development. Required Qualifications: 2+ years postsecondary education. 3-4 years of experience in estate planning. Paralegal course completion (if degree was not in paralegal studies). Strong verbal and written communication skills. Attention to detail, critical thinking, and problem-solving skills. Experience working with Wealth Counsel drafting software. Preferred Qualifications: Additional certifications or coursework related to estate planning or paralegal studies. Performance Metrics: Document Accuracy: Quality and accuracy of estate planning documents. Client Satisfaction: Measured by client feedback and satisfaction survey results. Timeliness: Meeting deadlines and timely completion of tasks. Administrative Efficiency: Effectiveness in managing administrative tasks and supporting the team. Team Collaboration: Effectiveness in working with team members and other departments. Qualifications Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row! Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients. Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world. At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities. We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally. Anderson Advisors offers robust benefits including: Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly. Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products. Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you. Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment. Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays. Stay active with a $35 monthly gym membership subsidy.