Our client Pierce Legal Group is an estate planning firm known for guiding families with care clarity and precision. We believe estate planning should feel personal and professional not transactional and that our clients deserve a team that is both compassionate and highly competent. To keep delivering that level of service as we grow we are seeking a skilled Estate Planning Paralegal who can bring structure insight and leadership to our workflow.
This is an opportunity for someone who loves both the people side and the process side of estate planning. You will work directly alongside our managing attorney helping design draft and deliver complete estate plans while improving how our firm operates day to day. You will coordinate across intake drafting and signing ensuring that every client file moves smoothly through the firms seven-stage process from first call to final binder. You will also have a voice in refining our systems building out better task tracking and helping to implement new technology that keeps our firm efficient and client-focused.
The ideal candidate is a seasoned paralegal with deep estate planning experience someone who knows their way around trusts wills and powers of attorney and takes pride in catching every detail before a document ever reaches the attorneys desk. You are comfortable navigating DecisionVault Clio and WealthCounsel and you have the organizational instincts to keep a dozen moving parts synchronized without missing a beat. You thrive on accountability communicate clearly and professionally and genuinely care about helping clients protect what matters most.
In this role you will draft and proof estate documents manage client data coordinate consultations and signings and keep our matters on track. You will serve as a trusted point of contact for clients paralegals and attorneys alike the steady hand that makes everything run smoothly behind the scenes. You will also be a key part of our ongoing growth helping to modernize our systems and bring fresh ideas to how a small law firm can operate with excellence.
Pierce Legal offers competitive pay ($26$30/hr based on experience) a SIMPLE IRA with 3% match two weeks of PTO plus holidays and a supportive family-oriented culture that values integrity accountability and follow-through. Health insurance is available and we prioritize work-life balance while maintaining the responsiveness our clients deserve.
If you are a paralegal who takes ownership finds satisfaction in order and precision and wants to play a central role in a firm that is growing the right way with heart integrity and structure we would love to hear from you. Join us and help shape the next chapter of Pierce Legals legacy.
Requirements
35 years of experience as an Estate Planning Paralegal (trusts wills POAs and related documents)
Strong knowledge of estate planning terminology document structure and role designations (trustees executors guardians etc.)
Proficiency with DecisionVault Clio Manage and WealthCounsel (or similar drafting software)
Comfortable managing client data syncing matters and generating design sheets or Client Decision Summaries
Excellent document review and proofreading skills with high attention to detail
Ability to manage multiple active matters and meet deadlines within a structured workflow
Strong written and verbal communication skills with clients and internal team members
Highly organized dependable and able to follow through on tasks without supervision
Proficient in Microsoft 365 / Google Workspace (Word Excel SharePoint) and PDF editing tools
Demonstrated professionalism discretion and calm under deadline pressure
Comfortable learning and adapting to new systems (Gavel QuickBooks LawPay custom CRM)
Preferred: prior experience in a boutique estate planning or probate firm
KEY SKILLS:
Estate Planning Drafting able to prepare and edit trusts wills and powers of attorney with precision.
Critical Thinking & Follow-Through anticipates needs solves problems independently and completes tasks fully.
DecisionVault & Clio Mastery maintains clean client data manages matter stages and generates decision summaries.
Workflow & Organization tracks dozens of active matters through intake drafting review and signing.
Accuracy & Quality Control catches inconsistencies and ensures all documents and roles are correct.
Communication writes clear professional client emails and collaborates smoothly with attorneys and staff.
Technology-Savvy confident using WealthCounsel Gavel Microsoft 365 SharePoint and PDF tools.
Professionalism Under Pressure calm detail-minded and reliable when deadlines or client signings approach.
Initiative & Ownership takes charge of responsibilities without needing constant direction.
Benefits
Competitive hourly pay: $26$30/hr based on experience
Two weeks paid time off (PTO) plus holidays
Health insurance available
Predictable weekday schedule (MondayFriday 95)
No weekends or billable-hour pressure
Onsite position with close daily collaboration and mentorship
INTANGIBLE BENEFITS
Supportive family-oriented culture where people genuinely care about one another and the clients they serve
Flexibility and understanding for lifes real demands we value consistency not burnout
Small-team environment where your ideas and input are heard and implemented
Meaningful work that helps families plan wisely and find peace of mind
Room to grow into a leadership role as the firm continues to expand
Close collaboration with the managing attorney and the opportunity to shape internal processes
A calm professional setting that balances structure with approachability
Clear mission transparent communication and shared ownership of results
Required Skills:
REQUIREMENTS: 35 years of experience as an Estate Planning Paralegal (trusts wills POAs and related documents) Strong knowledge of estate planning terminology document structure and role designations (trustees executors guardians etc.) Proficiency with DecisionVault Clio Manage and WealthCounsel (or similar drafting software) Comfortable managing client data syncing matters and generating design sheets or Client Decision Summaries Excellent document review and proofreading skills with high attention to detail Ability to manage multiple active matters and meet deadlines within a structured workflow Strong written and verbal communication skills with clients and internal team members Highly organized dependable and able to follow through on tasks without supervision Proficient in Microsoft 365 / Google Workspace (Word Excel SharePoint) and PDF editing tools Demonstrated professionalism discretion and calm under deadline pressure Comfortable learning and adapting to new systems (Gavel QuickBooks LawPay custom CRM) Preferred: prior experience in a boutique estate planning or probate firm KEY SKILLS: Estate Planning Drafting able to prepare and edit trusts wills and powers of attorney with precision. Critical Thinking & Follow-Through anticipates needs solves problems independently and completes tasks fully. DecisionVault & Clio Mastery maintains clean client data manages matter stages and generates decision summaries. Workflow & Organization tracks dozens of active matters through intake drafting review and signing. Accuracy & Quality Control catches inconsistencies and ensures all documents and roles are correct. Communication writes clear professional client emails and collaborates smoothly with attorneys and staff. Technology-Savvy confident using WealthCounsel Gavel Microsoft 365 SharePoint and PDF tools. Professionalism Under Pressure calm detail-minded and reliable when deadlines or client signings approach. Initiative & Ownership takes charge of responsibilities without needing constant direction.
Required Education:
EDUCATION & QUALIFICATIONS Associates or Bachelors degree in Paralegal Studies Legal Studies or a related field preferred Paralegal certification (through an ABA-approved program or equivalent experience) strongly preferred Minimum of 35 years of hands-on paralegal experience in estate planning probate or trusts and estates law Demonstrated knowledge of estate planning terminology document structures and workflow coordination Advanced proficiency with Microsoft 365 (W
Our client Pierce Legal Group is an estate planning firm known for guiding families with care clarity and precision. We believe estate planning should feel personal and professional not transactional and that our clients deserve a team that is both compassionate and highly competent. To keep deliver...
Our client Pierce Legal Group is an estate planning firm known for guiding families with care clarity and precision. We believe estate planning should feel personal and professional not transactional and that our clients deserve a team that is both compassionate and highly competent. To keep delivering that level of service as we grow we are seeking a skilled Estate Planning Paralegal who can bring structure insight and leadership to our workflow.
This is an opportunity for someone who loves both the people side and the process side of estate planning. You will work directly alongside our managing attorney helping design draft and deliver complete estate plans while improving how our firm operates day to day. You will coordinate across intake drafting and signing ensuring that every client file moves smoothly through the firms seven-stage process from first call to final binder. You will also have a voice in refining our systems building out better task tracking and helping to implement new technology that keeps our firm efficient and client-focused.
The ideal candidate is a seasoned paralegal with deep estate planning experience someone who knows their way around trusts wills and powers of attorney and takes pride in catching every detail before a document ever reaches the attorneys desk. You are comfortable navigating DecisionVault Clio and WealthCounsel and you have the organizational instincts to keep a dozen moving parts synchronized without missing a beat. You thrive on accountability communicate clearly and professionally and genuinely care about helping clients protect what matters most.
In this role you will draft and proof estate documents manage client data coordinate consultations and signings and keep our matters on track. You will serve as a trusted point of contact for clients paralegals and attorneys alike the steady hand that makes everything run smoothly behind the scenes. You will also be a key part of our ongoing growth helping to modernize our systems and bring fresh ideas to how a small law firm can operate with excellence.
Pierce Legal offers competitive pay ($26$30/hr based on experience) a SIMPLE IRA with 3% match two weeks of PTO plus holidays and a supportive family-oriented culture that values integrity accountability and follow-through. Health insurance is available and we prioritize work-life balance while maintaining the responsiveness our clients deserve.
If you are a paralegal who takes ownership finds satisfaction in order and precision and wants to play a central role in a firm that is growing the right way with heart integrity and structure we would love to hear from you. Join us and help shape the next chapter of Pierce Legals legacy.
Requirements
35 years of experience as an Estate Planning Paralegal (trusts wills POAs and related documents)
Strong knowledge of estate planning terminology document structure and role designations (trustees executors guardians etc.)
Proficiency with DecisionVault Clio Manage and WealthCounsel (or similar drafting software)
Comfortable managing client data syncing matters and generating design sheets or Client Decision Summaries
Excellent document review and proofreading skills with high attention to detail
Ability to manage multiple active matters and meet deadlines within a structured workflow
Strong written and verbal communication skills with clients and internal team members
Highly organized dependable and able to follow through on tasks without supervision
Proficient in Microsoft 365 / Google Workspace (Word Excel SharePoint) and PDF editing tools
Demonstrated professionalism discretion and calm under deadline pressure
Comfortable learning and adapting to new systems (Gavel QuickBooks LawPay custom CRM)
Preferred: prior experience in a boutique estate planning or probate firm
KEY SKILLS:
Estate Planning Drafting able to prepare and edit trusts wills and powers of attorney with precision.
Critical Thinking & Follow-Through anticipates needs solves problems independently and completes tasks fully.
DecisionVault & Clio Mastery maintains clean client data manages matter stages and generates decision summaries.
Workflow & Organization tracks dozens of active matters through intake drafting review and signing.
Accuracy & Quality Control catches inconsistencies and ensures all documents and roles are correct.
Communication writes clear professional client emails and collaborates smoothly with attorneys and staff.
Technology-Savvy confident using WealthCounsel Gavel Microsoft 365 SharePoint and PDF tools.
Professionalism Under Pressure calm detail-minded and reliable when deadlines or client signings approach.
Initiative & Ownership takes charge of responsibilities without needing constant direction.
Benefits
Competitive hourly pay: $26$30/hr based on experience
Two weeks paid time off (PTO) plus holidays
Health insurance available
Predictable weekday schedule (MondayFriday 95)
No weekends or billable-hour pressure
Onsite position with close daily collaboration and mentorship
INTANGIBLE BENEFITS
Supportive family-oriented culture where people genuinely care about one another and the clients they serve
Flexibility and understanding for lifes real demands we value consistency not burnout
Small-team environment where your ideas and input are heard and implemented
Meaningful work that helps families plan wisely and find peace of mind
Room to grow into a leadership role as the firm continues to expand
Close collaboration with the managing attorney and the opportunity to shape internal processes
A calm professional setting that balances structure with approachability
Clear mission transparent communication and shared ownership of results
Required Skills:
REQUIREMENTS: 35 years of experience as an Estate Planning Paralegal (trusts wills POAs and related documents) Strong knowledge of estate planning terminology document structure and role designations (trustees executors guardians etc.) Proficiency with DecisionVault Clio Manage and WealthCounsel (or similar drafting software) Comfortable managing client data syncing matters and generating design sheets or Client Decision Summaries Excellent document review and proofreading skills with high attention to detail Ability to manage multiple active matters and meet deadlines within a structured workflow Strong written and verbal communication skills with clients and internal team members Highly organized dependable and able to follow through on tasks without supervision Proficient in Microsoft 365 / Google Workspace (Word Excel SharePoint) and PDF editing tools Demonstrated professionalism discretion and calm under deadline pressure Comfortable learning and adapting to new systems (Gavel QuickBooks LawPay custom CRM) Preferred: prior experience in a boutique estate planning or probate firm KEY SKILLS: Estate Planning Drafting able to prepare and edit trusts wills and powers of attorney with precision. Critical Thinking & Follow-Through anticipates needs solves problems independently and completes tasks fully. DecisionVault & Clio Mastery maintains clean client data manages matter stages and generates decision summaries. Workflow & Organization tracks dozens of active matters through intake drafting review and signing. Accuracy & Quality Control catches inconsistencies and ensures all documents and roles are correct. Communication writes clear professional client emails and collaborates smoothly with attorneys and staff. Technology-Savvy confident using WealthCounsel Gavel Microsoft 365 SharePoint and PDF tools. Professionalism Under Pressure calm detail-minded and reliable when deadlines or client signings approach. Initiative & Ownership takes charge of responsibilities without needing constant direction.
Required Education:
EDUCATION & QUALIFICATIONS Associates or Bachelors degree in Paralegal Studies Legal Studies or a related field preferred Paralegal certification (through an ABA-approved program or equivalent experience) strongly preferred Minimum of 35 years of hands-on paralegal experience in estate planning probate or trusts and estates law Demonstrated knowledge of estate planning terminology document structures and workflow coordination Advanced proficiency with Microsoft 365 (W
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Experience Required:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
