Estate Planning Probate Paralegal
Georgia Legacy Law Group, Alpharetta, GA, United States
We are seeking a detail-oriented and experienced estate planning and probate paralegal to join our team. Our office is closed on Fridays, so this is a full-time position for 4 days a week, Monday through Thursday. The ideal candidate will assist attorneys with drafting estate planning documents, managing probate files, preparing court filings, and maintaining client relationships with empathy and professionalism. Georgia Legacy Law Group is a highly respected law firm. Our firm is comprised of four attorneys and is a client-focused law firm, dedicated exclusively to estate planning, probate, and trust administration. Located in Alpharetta, Georgia, our practice is built on the belief that every client deserves personalized legal guidance and peace of mind when planning for the future. We work closely with individuals and families to develop customized estate plans that reflect their unique goals and values. From simple wills to complex trusts, we provide clear, compassionate counsel to help clients protect their assets, preserve their legacies, and ensure their loved ones are taken care of. As a boutique firm, we pride ourselves on building long-term relationships and offering a warm, welcoming environment. Whether navigating the probate process, managing a trust, or planning for incapacity, our team is here with the legal experience and personal care clients can trust. Our firm also focuses on providing compassionate and comprehensive non-litigated legal services for probate and guardianship/conservatorship matters. We always aim to deliver excellent client service while maintaining a collaborative and professional work environment.
Responsibilities
Draft estate plans using firm documents and Wealth Counsel
Manage tasks and client information through Clio and Outlook
Assist the attorney with the entire probate administration process
File documents with probate courts and maintain compliance with local rules and deadlines
Maintain and organize client files and case management systems
Communicate with clients, financial institutions, courts, and other parties to gather necessary information
Track deadlines and manage calendaring of important dates
Provide administrative support to attorneys as needed
Qualifications
3+ years of experience as a paralegal in estate planning and/or probate law
Strong understanding of estate and probate processes and legal terminology
Proficient with legal software and document management systems with Clio, Wealth Counsel, GSCCCA, and MS Office
Excellent written and verbal communication skills
High attention to detail and strong organizational skills
Ability to manage multiple tasks and meet deadlines independently
Compassionate and client-focused demeanor
Compensation
$30 - $35 hourly
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Responsibilities
Draft estate plans using firm documents and Wealth Counsel
Manage tasks and client information through Clio and Outlook
Assist the attorney with the entire probate administration process
File documents with probate courts and maintain compliance with local rules and deadlines
Maintain and organize client files and case management systems
Communicate with clients, financial institutions, courts, and other parties to gather necessary information
Track deadlines and manage calendaring of important dates
Provide administrative support to attorneys as needed
Qualifications
3+ years of experience as a paralegal in estate planning and/or probate law
Strong understanding of estate and probate processes and legal terminology
Proficient with legal software and document management systems with Clio, Wealth Counsel, GSCCCA, and MS Office
Excellent written and verbal communication skills
High attention to detail and strong organizational skills
Ability to manage multiple tasks and meet deadlines independently
Compassionate and client-focused demeanor
Compensation
$30 - $35 hourly
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