Signing Paralegal

The role

The Signing Paralegal manages the client journey through the document signing process. This person reviews estate planning documents for accuracy and conducts approximately four signing appointments per day.

What you will do

• Guide clients through the signing process post-consultation.
• Review estate planning documents for accuracy and completeness.
• Conduct approximately four signing appointments per day.
• Identify and flag spelling, formatting, and other document inconsistencies.
• Provide clear explanations of documents to clients.
• Escalate legal issues to the attorney as needed.
• Work closely with the Front Desk Coordinator and visiting attorneys.

Required qualifications

• Ability to explain complex legal concepts in understandable terms.
• Strong attention to detail in reviewing and preparing legal documents.
• Adept at managing multiple client relationships and a high-volume appointment schedule.
• Familiar with Microsoft Office.
• Capable of adapting to the firm's in-house CRM and evolving systems.
• Able to handle challenging questions and a range of personalities with composure and professionalism.

Nice to have

• Previous paralegal or legal experience
• Estate planning experience

Benefits

• 100% employer-paid medical, dental, and vision coverage for full-time employees, eligible after approximately 60 days.
• 401(k) with a 3% employer match, starting after one year of service.
• Paid holidays.
• Firm-wide paid office closure between Christmas and New Year's.
• Mileage covered for inter-office travel between Kennewick and Yakima.

About the company

Elevated Estate Planning, P.S. is a Washington firm specializing in estate planning, elder law, and probate. They serve the Spokane, Kennewick, and Yakima regions with a client-centered approach.