Estate Planning Paralegal

New Mexico Financial & Family Law

Estate Planning Paralegal

Albuquerque, NM
Full Time
Paid
  • Responsibilities

    Benefits:

    Parking

    401(k)

    401(k) matching

    Dental insurance

    Free food & snacks

    Health insurance

    Paid time off

    Vision insurance

    About Us At New Mexico Financial Law, we believe estate planning is more than documents—it’s about peace of mind, protecting loved ones, and building legacies. We’re a close-knit team that truly cares about our clients and each other. If you're looking for a place where your work makes a real difference and your voice is heard, you’ve found it.

    About the Role We are looking for a compassionate, detail-oriented Estate Planning Paralegal to join our team. You’ll play a key role in guiding families through important decisions and ensuring their wishes are clearly documented. If you're passionate about client service and want to be part of a team that values integrity, empathy, and excellence, we’d love to meet you.

    What You Will Do

    Draft estate planning documents like wills, trusts, powers of attorney, and healthcare directives

    Support clients during document signings and notarizations

    Stay organized by maintaining case files, deadlines, and key communications

    Collaborate with attorneys and team members to deliver top-notch service

    Communicate and coordinate with clients, financial institutions, and agencies

    Help ensure everything we do is compliant and accurate

    Qualifications

    Experience: 2 years of estate planning or probate experience (law firm setting preferred)

    Skills: Strong knowledge of estate planning documents, excellent written and verbal communication, attention to detail, and proficiency in legal software (e.g., WealthCounsel, Clio, Academy, or similar)

    Soft Skills: Client-focused mindset, ability to work independently and collaboratively, and strong organizational skills

    Why Join Us?

    Competitive salary and benefits package

    Collaborative and supportive work environment

    Opportunities for professional growth and development

    Meaningful work helping clients secure their futures