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An established Chester County law firm is seeking a detail-oriented Estate Planning Paralegal or Legal Assistant to join its busy estate planning and elder law practice in Phoenixville, Pennsylvania.
This opportunity is ideal for someone with estate planning experience who enjoys working with clients, supporting attorneys, and preparing accurate legal documents. Depending on experience, the role may initially emphasize client intake and administrative support, with opportunities to develop additional estate planning drafting responsibilities.
Estate Planning Drafting Paralegal / Legal Assistant Responsibilities
• Draft, revise, and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Prepare documents from attorney instructions using established checklists and document assembly software.
• Incorporate attorney revisions and prepare documents for client review and signing.
• Communicate with prospective and existing clients, respond to inquiries, and coordinate follow-ups.
• Prepare client files, correspondence, and materials for attorney meetings.
• Maintain accurate records and support daily administrative and client service activities.
• Collaborate with attorneys, paralegals, and client relations team members.
Estate Planning Drafting Paralegal / Legal Assistant Qualifications
• Approximately 3 years of legal, administrative, or paralegal experience preferred.
• Estate planning, trusts and estates, or elder law experience strongly valued.
• Excellent telephone communication, writing, and organizational skills.
• Strong attention to detail and commitment to accuracy.
• Proficiency in Microsoft Word and general office technology.
• Experience with estate planning drafting software or legal practice management systems is a plus, but not required.
• Professional, compassionate, dependable, and comfortable working with confidential information.
Estate Planning Drafting Paralegal / Legal Assistant Schedule & Work Environment
• Monday–Friday, generally 9:00 AM–5:00 PM.
• Approximately 34–37.5 hours per week.
• Potential hybrid flexibility may be considered after demonstrating independent performance, subject to firm approval
• Primarily onsite in Phoenixville, with initial onsite training.
• Ongoing training and attorney support.
Estate Planning Drafting Paralegal / Legal Assistant Benefits
The firm offers medical, dental, and vision insurance; retirement benefits; paid time off; paid holidays; employer-paid life and disability insurance; and additional benefits.
Join a collaborative legal team that values professionalism, accuracy, client service, and long-term relationships.
JOB ID: 183288
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Renee Tabak