Estate Planning Paralegal

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 documents—it’s about peace of mind, protecting loved ones, and building legacies. We’re 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, you’ve found it.


About the Role
We are looking for a compassionate, detail-oriented Estate Planning Paralegal to join our team. You’ll 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, we’d 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