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: 9859 South 168th Ave. Omaha, NE 68136 | Schedule: Full-Time, On-Site

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

    Key Responsibilities

    · Support current 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 preferred

    · 3–5+ years of estate planning drafting experience

    · Wealth Counsel experience preferred

    · 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.

    Compensation: Salary range is $25.00 to $28.00 (based on experience level)