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Estate Planning Paralegal
Estate Planning ParalegalNew Mexico Financial & Family Law • Albuquerque, NM, US
Estate Planning Paralegal

Estate Planning Paralegal

New Mexico Financial & Family Law • Albuquerque, NM, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

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 documentsits about peace of mind, protecting loved ones, and building legacies. Were 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, youve found it.

    About the Role

    We are looking for a compassionate, detail-oriented Estate Planning Paralegal to join our team. Youll 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, wed 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
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    Estate Planning Paralegal • Albuquerque, NM, US

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