Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Rockstar Paralegal
Colorado Springs, CO
Apply Now >
Rockstar Paralegal
Colorado Springs, CO
Apply Now >
Physicist, GS 7
Department of the Air Force - Air Force Personnel Center.
Colorado Springs, CO
Apply Now >
Law Clerk
The United States Olympic Committee
Colorado Springs, CO
Apply Now >
Family Law Paralegal
Colorado Springs, CO
Apply Now >
View more jobs in Monument, CO
View more jobs in Colorado

Job Details

Estate Planning Paralegal

Company name
Mason Law and Planning Group, LLC

3 yrs required

Monument, CO, United States

Employment Type


Posted on
Feb 04,2019


Job Description

Northern Colorado Springs Law Firm is seeking a full-time Paralegal with a minimum of 3 years of Trust and Estate experience. We are seeking a team orientated, self-starter who has the ability and desire to work in a fast-paced estate and business planning law firm.

SUMMARY: The paralegal’s primary responsibility is to draft documents including Health Care Directives, Wills, Trusts, Powers of Attorney, Amendments, etc. This position works collaboratively with the attorney in completing legal work in a timely manner. We are looking for the right person to work alongside our attorney and team of paralegals in an efficient, detail-oriented, and proactive manner. This position calls for someone who can work both independently and as part of a team and can handle multiple assignments simultaneously. The ideal candidate can create structure and order in their processes, pay close attention to detail, and document what they do while continuing to be extremely organized.

DUTIES AND RESPONSIBILITIES: Performs a wide variety of Paralegal/Legal Assistant functions to support all legal areas of the firm with a focus on Estate Planning/ Business Planning/ Probate/ Trust Administration.

  • Client Contact– Communicates with clients via mail, email and telephone to set up appointments, discusses draft documents and changes to documents, and answer general client inquiries. Also communicates with financial advisors, insurance companies when necessary.
  • Problem Solving– Proactively anticipates and resolves issues quickly.
  • Process Improvement– Makes recommendations to improve processes that will increase service, quality, and efficiency and responsiveness to clients.
  • Draft Documents– Draft documents and revise draft documents, run final documents for execution. Including, but not limited to RLT, Trust Amendments, IRTs, Wills, Powers of Attorney, Healthcare documents, etc.
  • Funding: Ability and knowledge to prepare documents and assist with creating and transferring assets into trusts to ease the probate process.
  • Client Execution Meetings– Meet with the client initially to review the final documents and field any questions they may have, know when to bring questions to the Attorney’s attention, and have the client write their initials on the documents where indicated.
  • Time Management- Consistently produce an accurate work product while managing simultaneous projects and working independently to prioritize and complete assignments on time. Assess the urgency of situations and determine appropriate actions, monitor status of pending items, provide follow up and keep management informed by communicating a wide variety of information.
  • Other Duties– Performs other duties as assigned including scanning documents, conforming documents, special project. Maintain legal management systems, email, electronic storage, and file storage.


  • Ability to function at a high level and assume significant responsibilities.
  • Ability to work directly with clients and attorney and team members.
  • Must have strong communication skills, both over the phone and in person
  • Strong computer and document production skills including competence with MS Word, Excel, Windows, Gmail and on-line research.
  • Strong attention to detail and quality control
  • Self-starter, quick learner, strong work ethic and be flexible
  • Extremely meticulous, precise, and detail-oriented.
  • Team player who takes ownership of issues and follows through to resolution.


  • Minimum of 3 years as an estate planning paralegal in a fast-paced professional law firm.
  • Experience with WealthDocx drafting software.
  • Bachelor’s degree and paralegal certificate preferred. 


  • Salary is based on skill and experience
  • 8:00am- 5:00pm hours, Monday-Friday (rare to work OT or weekends)
  • Job Type: Full-time (in house)

Please apply by sending Resume, Cover Letter & References. 

Job Type: Full-time

Company info

Mason Law and Planning Group, LLC

Similar Jobs:
Family Law Paralegal
Location : Colorado Springs, CO
Family Law Paralegal The candidate will be preparing cases for trial; preparing motions and responses; legal research; and courtroom appearances. Must have excellent written and verbal communication skills. Should be college gradu...
Litigation Attorney
Location : Colorado Springs, CO
Litigation Attorney The candidate will be detail-oriented, well organized, have exceptional research and writing skills. Colorado Civil Litigation experience and CO Bar admission are required. Deadline: 15 February 2019.
Family Law Attorney
Location : Colorado Springs, CO
Family Law Attorney The candidate must be licensed to practice in the State of Colorado. 2+ years of experience preferred. Must have advanced organization skills, experience working with a legal staff in a Firm environment.
I was facing the seven-year itch at my previous workplace. Thanks to EmploymentCrossing, I'm committed to a fantastic sales job in downtown Manhattan.
Joseph L - New York, NY
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2019 EmploymentCrossing - All rights reserved. 21 192