
Estate Planning Specialist
1 day ago
This is a law firm that prioritizes precision, consistency, and excellence in estate planning. We seek a meticulous Estate Planning Specialist who is eager to learn and grow within our team.
If you take pride in getting the details right, enjoy structured work, love finding and fixing errors, and feel fulfilled by completing projects to perfection, you might be a great fit for this role.
Responsibilities- Accurately enter and review client data into drafting software systems
- Draft legal documents using provided software, templates and checklists
- Proofread and edit documents to eliminate errors and ensure consistency
- Conduct document reviews for formatting, grammar, and internal consistency
- A perfectionist with a high level of personal pride in their work
- High integrity: someone who takes seriously the consequences of their mistakes
- Enjoys catching errors and achieving 100% accuracy in documents
- Thrives in work that requires meticulous attention to detail
We are a people-centered agency with a passion for leaving every person and business in a better position than we found them. We value long-term partnerships and seek to recruit talent that will serve clients for multiple years.
We provide ongoing support to ensure your continued success through:
- Membership in the Slack workspace
- Bi-weekly all team meetings
- Monthly reviews
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