Estate Planning Drafting Paralegal

ANDREW C SIGERSON PC LLO

Estate Planning Drafting Paralegal

Omaha, NE
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Health insurance

    Opportunity for advancement

    Paid time off

    Profit sharing

    Training & development

    Tuition assistance

    Estate Planning Drafting Paralegal

    Location: Omaha, NE | Schedule: Full-Time, On-Site

    We are seeking an experienced and detail‑oriented Estate Planning Drafting Paralegal to lead our drafting team and ensure the accurate production of estate planning and business entity documents. This role includes both team leadership and hands‑on drafting, working alongside the drafting team to maintain quality, efficiency, and consistency in all documents produced.

    Key Responsibilities

    Supervise, mentor, and support drafting team members

    Draft estate planning documents directly, including trusts, wills, POAs, amendments, and other planning instruments

    Manage workflow and quality control for all drafting projects

    Prepare and oversee drafting of LLC and business formation documents

    Coordinate client signings, ensuring all documents are complete and ready for execution

    Oversee CRM matter setup, intake accuracy, and document organization

    Review and implement revisions based on attorney or client feedback

    Communicate with clients professionally and assist with questions as needed

    Maintain organized digital and physical client files

    Enforce drafting standards, processes, and best practices

    Qualifications

    Paralegal certification

    3–5+ years of estate planning drafting experience

    Wealth Counsel experience required

    Strong understanding of trusts, wills, POAs, and related planning instruments

    Previous supervisory, team lead, or senior drafting experience preferred

    Excellent communication and organizational skills

    Ability to manage multiple deadlines in a fast‑paced environment

    Experience with Actionstep or similar CRMs is a plus

    Preferred Attributes:

    Client-focused with a strong sense of professionalism and confidentiality.

    Able to manage multiple projects and deadlines with minimal supervision.

    Analytical thinker with strong problem-solving skills.

    Comfortable working in a team-oriented environment with high accountability.

    Why Join LDS?

    Grow your career at the intersection of law, client service, and business development.

    Make a meaningful impact on families, business owners, and the community.

    Work alongside a supportive, growth-focused team of professionals.

    Access ongoing training and development to expand both legal expertise and business development skills.

    Play a direct role in shaping the growth and success of a leading estate planning firm.

    What We Offer:

    Competitive salary plus bonus opportunities.

    subject to experience

    401(k) with immediate vesting and employer match.

    Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).

    Paid time off (PTO) and firm holidays.

    Professional expense reimbursement (bar dues, CLE, and related travel) as applicable.

    Collaborative, supportive office environment focused on excellence and growth.

    How to Apply: Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references available upon request. Applications will be reviewed on a rolling basis until the position is filled.

    Compensation: Salary range is $26.00 to 30.00 an hour (based on experience)