Paralegal, Estate Planning Position Available In Williamson, Tennessee

Our client located in Brentwood, TN is seeking a Estate Planning Paralegal to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the legal industry! The Estate Planning Paralegal is a permanent opportunity with a primarily onsite schedule.

Responsibilities:

If you are passionate about estate planning and thrive in a role where you take charge of client interactions, anticipate needs, and ensure every detail is handled seamlessly, then this opportunity is for you. Own the client experience – act as the primary point of contact for clients throughout the estate planning and administration process, ensuring clarity, responsiveness, and a top-tier experience Lead client meetings with confidence, including document signings, funding discussions, and follow-ups, ensuring clients fully understand their plans Manage estate planning, probate, and trust administration cases from start to finish with little to no direction Drafting base, advanced, and estate administration matters using WealthCounsel and internal templates Own Deed and LLC drafting, filing, and recording processes Funding client’s estate plans Preparing clients’ estate planning portfolio binders Creating diagrams and overviews of clients’ estate plans Assisting attorneys with high-net-worth and complex estate planning matters

Qualifications:

3+ years of experience as a paralegal, with a strong emphasis on client relations Skilled in creating and presenting to clients ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired Estate Planning, WealthCounsel, and WealthDocx experience are bonuses Strong ability to communicate legal concepts clearly and confidently to clients Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference Must have strong interpersonal skills and talent for writing and grammar

Job Title:

Estate Planning Paralegal Opportunity:

Permanent Location:

Primarily onsite with some flexibility for hybrid schedule on

Fridays Salary:

$70k-$100k Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.