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Title : Estate Planning Paralegal

Location : Missouri - Kansas City
Refer to Job # GEMO768767

Estate Planning Paralegal The candidate is accountable for coordinating client support services, ensuring efficient workflow systems are being followed, and partnering with other team members to assist customers and clients in their estate planning needs. Excellent grammar and proofing skills. High proficiency with computer based case management. Specific Position Accountabilities: Ensure all legal documents are completed, error-free and ready for client signing meetings within 3 weeks. Ensure 2nd drafts of client documents are ready by week 2. Review documents with clients during phone finals. Assemble client's final estate planning portfolio. Creation of Trust ID Cards. Preparing electronic version of documents. Customization of clients documents for signings. Assemble Portfolio binders for client signings. Conduct signing ceremony and make any final revisions. Ensure all Client assets are funded into their estate plan: Entering asset information into database. Producing funding letters. Tracking transfer of assets. Deed processing for clients real property. Creating contact letters to Centers of Influence and Referrals 3 weeks after signing. Keep clients updated throughout process. Ensure client information is up to date in all company databases. Identify clients who have passed away and receive offer for free estate administration meeting. Check obituaries daily. Send sympathy card. Send letters to fiduciaries offering free meeting. Follow-up to ensure meeting gets scheduled. Continuously Improve Education by proactively setting aside time each month for education in the following areas: Customer Services Best Practices. CRM usage, operation, and proficiency. AAEPA Systems & Procedures for Estate Planning Law Firms. 2+ years of Estate Planning experience are preferred.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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