Estate Planning/Elder Law Drafting Paralegal

At the Legacy Elder Law Center, we focus on elder law, estate planning, and closely related practice areas. We are a nationally recognized, yet small and collegial Washington, D.C. area law firm. We take a highly personal approach to the practice of law. We believe that that our clients should be able to control their own destinies and finanancial well-being, and live with maximum dignity and independence.

Summary
The Estate Planning/Elder Law Drafting Paralegal will support the estate planning division by handling the preparation of estate planning documents and managing parts of the estate planning process. To be successful in this role, the Paralegal will need to be familiar with the majority of the documents prepared by a law firm focusing on Elder Law. The Paralegal must be able to thrive in a busy, team-oriented environment.

Responsibilities
• Make sure that all documents that the Attorney will present to the client are complete and accurate.
• Provide Quality Control over all documents going out of the Estate Planning department.
• Support of other Estate Administration/Medicaid Paralegals in preparation of documents such as accountings and spreadsheets.
• Utilize computerized document assembly systems to draft complex estate planning documents, including revocable and asset protection trusts, powers of attorney, and advance medical directives.
• Review many types of draft documents for accuracy, spelling, grammar, and consistency between documents.
• Particiapate in regular virtual meetings with the Estate Planning team weekly to debrief where all clients are in the process as well as make the Estate Planning Attorney aware of any actual or potential problems.
• Answer phone calls professionally and responsibly and direct callers to appropriate personnel.

Requirements for Ideal Candidate:
Fluency in in the English language, both written and spoken.
Bachelor’s Degree and American paralegal certificate or 2 plus years of American law firm, estate planning document drafting experience.
Proficiency with Microsoft Office, specifically Outlook, Word, and Excel, and Adobe Acrobat.
Knowledge of Elderdocx and Wealthdocx or other document production software is a plus.

Interested applicants should submit a video of themselves describing their experience working for a USA based law firm.