Description Robert Half is seeking a highly motivated and detail-oriented Estate Planning Paralegal to support one of our clients in a contract capacity. The ideal candidate will have a strong background in estate planning law and exceptional organizational skills. This role offers the opportunity to work closely with our attorneys.Responsibilities:
Conduct client intake meetings to gather information about assets, family dynamics, and estate planning goals.
Draft and prepare legal documents, including wills, trusts, powers of attorney, and advance directives, in accordance with client instructions and attorney guidance.
Conduct legal research on estate planning laws, regulations, and case precedents.
Review and proo legal documents for accuracy, consistency, and compliance with legal requirements.
Communicate with clients, attorneys, and other parties involved in the estate planning process to provide updates, answer questions, and address concerns.
Assist with the administration of estates, including asset valuation, creditor notification, beneficiary distribution, and preparation of estate tax returns.
Organize and maintain client files, including filing legal documents with the appropriate government agencies and keeping detailed records of all client interactions and document revisions.
Requirements
Qualifications:
Bachelor's degree and/or paralegal certificate from an accredited institution preferred.
Minimum of 2-3 years of experience working as an estate planning paralegal.
Strong understanding of estate planning laws, procedures, and terminology in CO.
Proficiency in Microsoft Office Suite and legal research databases.
Excellent written and verbal communication skills.
Exceptional attention to detail and organizational abilities.
Ability to work independently and prioritize tasks effectively.
Professional demeanor and commitment to client confidentiality.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
