Virtual Estate Planning Paralegal/Attorney

Job Title: Estate Planning Paralegal/Attorney

Job Description: our estate planning paralegal will be tasked with helping to prepare documents for clients who have engaged our firm to assist them with their estate planning needs. We will teach you how to prepare wills, trusts, powers of attorney, healthcare proxies and such other documents as are helpful and necessary to complete the process with our clients.

Job Responsibilities: Your success in this position is highly important to Evans Fox. We believe that our people are our most important resource. Therefore, we invest significant time, energy and patience in teaching our team to perform well on behalf of our clients. We are always open to questions and want you to be comfortable asking questions and creating a dialogue so that we each get the most out of this relationship. As time goes on we will count on you more and more as you grow in your learning and abilities. We believe strongly that each individual should work in an area that provides them satisfaction in their working life. We all spend a lot of time practicing law and there is no reason that it should not be a fulfilling experience. This can only happen if we have an open and honest relationship. Please ask questions. Please let us know if something is not working as you expected. We are always here to help not only the firm but you to be successful as well.

In addition to the caseload for document preparation we will also provide downtime activity for when you are caught up on your regular work. We will have projects they have very flexible time limits and we’ll make sure that you always have something to keep you interested and growing. We will periodically add projects to this list and will collaborate with the our paralegal on these projects. We firmly appreciate feedback in what you like to do and in how we can help you to advance in your new career. As time passes and you become more comfortable in your daily tasks we would happily increase your responsibilities to make sure that this position meets your expectations for career growth and advancement. In order to accomplish this we can’t stress enough how important it is to have a true dialogue. Keep us involved in your thinking. We want to hear from you. Nobody knows everything. You will be on the front line and your experience is invaluable to us. Please don’t ever think you can’t ask questions or that you disappointed us in any way. Have the conversation! We can’t stress that enough. This is an investment on both our parts. We want to make it successful for everyone.

In executing your responsibilities we will give you access to our database and our document preparation systems. You’ll be taught how to execute workflows, how to prepare the appropriate documents that we’ve listed above, how to make changes to them as every circumstance is a little different, and how to prepare a work product that meets our high standards and satisfies our clients. We believe the successful candidate will have these capabilities and we would want to create a long term relationship that’s beneficial to all.