Estate Planning Paralegal

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