Estate Planning Paralegal

Robert Half • Plymouth, MN • 2h ago

Description

A respected and growing estate planning practice is seeking an experienced Senior Estate Planning Paralegal to play a key role in supporting sophisticated estate planning matters. This position offers the opportunity to work closely with attorneys and clients while serving as a technical resource for drafting processes and document automation systems.

The ideal candidate will be highly experienced in estate planning document preparation, comfortable working independently, and proficient with WealthCounsel. This individual will also help guide less experienced team members and contribute to efficient workflow management within a collaborative environment.

Responsibilities

Draft and prepare a wide range of estate planning documents, including revocable trusts, wills, powers of attorney, healthcare directives, deeds, and related materials.

Coordinate the preparation and review of estate planning documents to ensure accuracy, consistency, and alignment with attorney recommendations.

Serve as a primary resource for WealthCounsel drafting software, including troubleshooting issues, developing customized drafting solutions, and helping maintain internal templates.

Assist with workflow management and provide guidance to contract and junior paralegals throughout the drafting process.

Communicate directly with clients to collect information, answer questions, request documentation, and provide status updates.

Obtain and review property records and related documentation.

Prepare, file, and record deeds and other real estate transfer documents, while coordinating with county recording offices as needed.

Help maintain efficient case progression from initial drafting through document completion and execution.

Requirements

Minimum of five years of estate planning paralegal experience.

Strong experience drafting trusts, wills, powers of attorney, healthcare directives, and related estate planning documents.

Demonstrated proficiency with WealthCounsel is preferred.

Ability to independently manage a substantial workload with limited supervision.

Prior experience mentoring, training, or coordinating the work of other paralegals is preferred.

Paralegal certificate or equivalent combination of education and relevant legal experience.

This is an excellent opportunity for an experienced estate planning professional seeking a senior-level role with meaningful responsibility, direct client interaction, and the opportunity to make a significant impact within a growing practice.

In addition to salary, the following benefits are offered:

Health Insurance

Dental Insurance

Vision Insurance

401(k) with 3.5% matching contribution

Paid time off

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.

© 2025 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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