Job Description
Insight Global is seeking a paralegal to join the team for a large estate law firm here in Carefree, Arizona. This individual will be supporting one attorney.
Key Responsibilities
-Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
-Prepare and file probate and trust administration documents with courts and government agencies.
-Conduct legal research on estate planning, probate, and trust laws and regulations.
-Gather and analyze financial and asset information for estate inventories and valuations.
-Maintain and organize client files, case calendars, and deadlines.
-Communicate with clients, fiduciaries, and court clerks to facilitate case progress.
-Coordinate execution of estate planning documents, including witnessing and notarizing signatures.
-Assist attorneys during client meetings and consultations; take detailed notes and update case records.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
-3-5 years of experience of paralegal experience
-Ideally have some Estate planning background
-Extreme level of professionalism
Nice to Have Skills & Experience
-WealthCounsel software- cloud based software
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.