Estate Planning Paralegal in Columbus, OH| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Ohio - Columbus
Refer to Job # WUVD755007


Estate Planning Paralegal The candidate will play the vital role of being the main line of communication with clients. Will help manage and execute legal estate plans. In addition to in-person appointments with clients, you also communicate with clients via email and telephone on a daily basis. During meetings, sit second chair with the attorney and take notes, following up with clients after. Responsible for running annual review meetings for all offices clients. Help update existing legal plans and find additional legal opportunities. Should have 2 years of paralegal work experience. Must have excellent grammar, spelling, writing, and proofreading skills. Proficiency with Microsoft Office is required. Must have familiarity with CRM system.
 
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