Job Description

Estate Planning Paralegal / Legal Assistant

To Apply Now - email your resume to job-6nm8b4v4-1e4ngrk82rw3kdm@sagedata.io

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