Estate Planning Paralegal / Legal Assistant
Company not specified · Sandy Springs, GA
About The Role
Estate Planning Paralegal / Legal Assistant To Apply Now - email your resume to <[email hidden]> Who: A small, well-established financial and estate planning firm is seeking a detail-oriented Estate Planning Paralegal / Legal Assistant to support estate planning, trust administration, and client coordination activities. What: This role will assist with drafting estate planning documents, coordinating deed filings, handling trust funding activities, and supporting day-to-day client and legal administrative functions. When: Immediate opening due to continued business growth. Where: Sandy Springs, Georgia – In-office environment located just inside the perimeter off Roswell Road. Why: Excellent opportunity to join a flexible, team-oriented office environment where employees gain broad exposure to estate planning, legal administration, and client service operations. Office Environment: Professional, collaborative, and flexible small-office environment with strong work-life balance and early Fridays at times. Compensation: $35,000 – $45,000 base salary plus benefits allowance. Benefits: Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses. Key Responsibilities: • Draft estate planning and trust documents • Coordinate deed filings with counties • Assist with corporation formations • Support trust funding activities • Coordinate and organize client documentation • Draft client correspondence and letters • Answer phones and assist with general office administration • Maintain accurate and organized files Requirements: •1+ years of related experience preferred • Estate planning or trust experience highly preferred • Strong attention to detail required • Degree or Paralegal Certificate preferred • Strong communication and organizational skills
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