Associate, Estate Planning

Responsibilities

• Draft Wills accurately based on client instructions to meet legal and client requirements
• Review and verify submitted documents for accuracy and completeness to ensure compliance
• Liaise effectively with estate planners and clients to discuss Will drafts and revisions
• Conduct virtual and in-person meetings with estate planners and clients to clarify instructions and provide updates
• Interpret client instructions and accurately transpose them into draft legal documents
• Prepare final Wills and supporting documents for execution
• Assist in the attestation process, including acting as a witness during signing
• Communicate the contents of Wills clearly to clients in a language they understand
• Prepare and issue invoices for services rendered
• Manage printing, scanning, and organization of legal documents efficiently
• Process and verify proof of payment to maintain accurate financial records
• Perform ad-hoc administrative duties as required to support the team
• Collaborate closely with internal team members and cross-functional departments to ensure smooth workflow
• Preferred competencies and qualifications
• Prior experience as a paralegal or in a legal department or law firm
• Proficiency in additional languages to assist with translation during client communication
• Experience working in a legal or paralegal setting

Additional Information

Job Summary We are seeking a dedicated and detail-oriented Associate, Estate Planning to join our Wills & Custody team. You will draft Wills, manage related administrative tasks, and liaise with estate planners and clients to ensure accurate and professional estate planning services.

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