Estate Planning Paralegal / Legal Assistant

Who:
A small, well-established financial and estate planning firm is seeking a detail-oriented Estate Planning Paralegal / Legal Assistant to support estate planning, trust administration, and client coordination activities.

What:
This role will assist with drafting estate planning documents, coordinating deed filings, handling trust funding activities, and supporting day-to-day client and legal administrative functions.

When:
Immediate opening due to continued business growth.

Where:
Sandy Springs, Georgia In-office environment located just inside the perimeter off Roswell Road.

Why:
Excellent opportunity to join a flexible, team-oriented office environment where employees gain broad exposure to estate planning, legal administration, and client service operations.

Office Environment:
Professional, collaborative, and flexible small-office environment with strong work-life balance and early Fridays at times.

Compensation:
$35,000 $45,000 base salary plus benefits allowance.

Benefits:
Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses.

Key Responsibilities:
Draft estate planning and trust documents
Coordinate deed filings with counties
Assist with corporation formations
Support trust funding activities
Coordinate and organize client documentation
Draft client correspondence and letters
Answer phones and assist with general office administration
Maintain accurate and organized files

Requirements:
1+ years of related experience preferred
Estate planning or trust experience highly preferred
Strong attention to detail required
Degree or Paralegal Certificate preferred
Strong communication and organizational skills