Job Description

Job Description

Position Overview: We are seeking a highly organized and proactive individual to join our team as an Estate Planning Paralegal & Workshop Coordinator. This unique role combines essential legal support functions with the planning, coordination, and execution of workshops. As part of our dynamic team, you will be responsible for managing estate planning processes, coordinating client-facing events, and supporting attorneys and participants during workshops. This role offers an exciting opportunity to interact directly with clients, manage legal documentation, and contribute to educational workshops that promote learning and professional growth.

Key Responsibilities:

Paralegal Responsibilities:

• Maintain regular communication with clients to provide updates and ensure timely completion of all necessary steps in the estate planning process.
• Collaborate with clients and financial advisors to collect, verify, and document asset information accurately.
• Conduct funding meetings with clients to provide direction on funding assets to trust.
• Assemble estate planning documents in preparation for client review and execution.
• Manage the scanning, processing, organization, and secure storage of estate planning documents.

Workshop Planning and Coordination:

• Arrange and schedule logistics for workshops, including securing venues, setting up equipment, and ensuring smooth operations.
• Coordinate with attorneys and internal teams to ensure all necessary materials and resources are in place for workshops.
• Communicate details, schedules, and requirements to participants, including sending pre-workshop communications and reminders.
• Collect and organize participant feedback, evaluations, and assessments to measure workshop effectiveness and ensure continuous improvement.
• Organize and submit participant information and scheduling updates each night following the event.

Workshop Facilitation Support:

• Assist attorneys during workshops by managing logistics, addressing technical issues, and handling participant inquiries.
• Ensure workshop materials, handouts, and equipment are available and in proper working order.
• Schedule follow-up appointments with attendees and answer any post-workshop questions.
• Analyze workshop metrics and participant feedback to recommend improvements in content, delivery, and overall participant experience.
• Contribute to the development and refinement of workshop policies, procedures, and best practices.

Qualifications:

• Strong organizational and project management skills, with the ability to multitask and meet deadlines.
• Excellent communication and interpersonal skills to interact effectively with clients, attorneys, and workshop participants.
• Technical proficiency in Microsoft Office Suite (Word, Excel, Outlook) and the ability to quickly learn new software interfaces.
• Attention to detail and a commitment to delivering high-quality client and participant experiences.

Work Schedule:

• Full-time position, Monday through Friday, 8:30 AM to 5:30 PM.
• Availability required for up to two (2) evening workshop events per week, typically from 6:00 PM to approximately 8:30 PM.
• Flex hours will be implemented during weeks with workshop events to ensure the total weekly hours do not exceed 40 hours, allowing for a balanced schedule.

This dual role provides the opportunity to blend legal expertise with event coordination, contributing to both the estate planning services we offer and the professional development workshops we host. If you are detail-oriented, proactive, and passionate about both legal work and facilitating impactful events, we encourage you to apply.

Company Description

Join our dynamic team, and become a part of an organization that values its clients and employees alike. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth within the firm.

Company Description

Join our dynamic team, and become a part of an organization that values its clients and employees alike. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth within the firm.