Administrative Skills, Case Management, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Estate Planning, Legal, Legal Support Skills, Materials Planning, Multitasking, Organizational Skills, Paralegal, Presentation/Verbal Skills, Printing, Probate, Project/Program Management, Real Estate, Time Management, Writing Skills
At The Wagon Legacy, we help families protect what matters most. We are looking for an organized, detail-oriented, and client-focused Paralegal Assistant to join our growing team. This role is ideal for someone who enjoys helping people, keeping things organized, and ensuring every client has an exceptional experience.
This position plays an important role in supporting our paralegals by assisting with document printing, client communication, and coordinating the final steps of the estate planning process.
Compensation:$21 - $25 hourly
Responsibilities:- Electrically record deeds and assist with deed-related tracking and follow-up
- Assist with estate planning document preparation for simple plans
- Communicate with clients regarding next steps, document status, and outstanding items
- Send finalized documents and correspondence to clients
- Prepare, print, organize, and assemble client binders and estate planning materials
- Assist with scanning, uploading, and maintaining electronic and physical client files
- Coordinate with paralegals and admin team members to ensure smooth workflow and timely completion of projects
- Track deadlines and follow up on outstanding tasks from clients
- Help maintain a high level of client service and responsiveness
Qualifications:- Prior legal assistant, paralegal assistant, administrative, or client service experience preferred
- Experience in estate planning, probate, real estate, or deeds is a plus (but not required)
- Extremely detail-oriented and organized
- Strong written and verbal communication skills
- Ability to manage multiple projects and priorities simultaneously
- Comfortable learning technology and working with case management systems
- Positive attitude and strong team mindset
- Ability to work independently and take initiative
What We're Looking For:
We are looking for someone who is compassionate, organized, and proactive. The ideal candidate enjoys helping clients, takes pride in getting the details right, and understands that responsiveness and care make a difference in the client experience.
About Company
At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments.
We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people.
Our Core Values:
- Attention to Detail
- Honesty
- Communication
- Doing What Is Best for the Client
Learn more about us:
https://www.thewagonlegacy.com/
https://www.instagram.com/thewagonlegacy/