Paralegal - Estate planning

hace 22 horas

Miguel Hidalgo, Ciudad de México BACK OFFICE DE CHIHUAHUA A tiempo completo
BACK OFFICE DE CHIHUAHUA busca Paralegal - Estate planning en Miguel Hidalgo, Ciudad de México

Are you passionate about Estate Planning and looking for a role where your bilingual skills make a real impact?

We are seeking a proactive and meticulous Bilingual Paralegal (Estate Planning) to join our team. Your mission will be to support our attorneys in creating legal structures that protect our clients' legacies, serving as a vital bridge for our Spanish-speaking community. If you have experience in U.S. estate planning and are motivated to provide excellent service, this opportunity is for you

Monday to Friday | 8:00 AM to 5:00 PM EST

Primary Responsibilities:

Legal Drafting: Draft and prepare essential estate planning documents, including wills, trusts, powers of attorney, and advance directives.

Information Management: Gather, review, and organize client files, including asset lists, personal data, and financial documentation.

Bilingual Communication: Act as a key point of contact for clients (especially Spanish-speaking ones), collecting information, scheduling meetings, and providing case updates.

Legal Administrative Support: Prepare legal correspondence and summaries in both English and Spanish, maintaining absolute confidentiality of all files.

Research & Compliance: Conduct research on U.S. estate planning regulations and procedures (with an emphasis on Georgia state law).

Execution Coordination: Assist with the logistics of notarization, witnessing, and the formal signing of legal documents.

Deadline Control: Manage calendars, appointments, and deadlines to ensure every process is completed in a timely manner.

Skills and Qualifications:

Bilingual Fluency: Full professional proficiency in Spanish and English (written and verbal) is required.

Proven Experience: At least 2 years of experience as a Paralegal in U.S. Estate Planning (Georgia experience is a plus).

Education: Associates or Bachelors degree in Paralegal Studies, Law, Business, or a related field.

Technical Knowledge: Solid understanding of U.S. estate planning documentation and legal processes.

Operational Excellence: Strong attention to detail, ability to handle multiple cases simultaneously, and strict adherence to deadlines.

Tools: Proficiency in Microsoft Office and legal case management software.

Nivel de educación deseada:

Superior - titulado

Nivel de experiencia deseada:

Nivel Medio

Función departamental:

Administrativo / Secretarial

Industria:

Servicios Jurídicos / Leyes y Derecho

Habilidades:

  • Comunicación
  • Gestión de Datos
  • Bilingualism

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