Estate Planning Paralegal / Legal Assistant

job-6nm8b4v4-1e4ngrk82rw3kdm@sagedata.io

Who:A small, well-established financial and estate planning firm is seeking a detail-oriented Estate Planning Paralegal / Legal Assistant to support estate planning, trust administration, and client coordination activities.

What:This role will assist with drafting estate planning documents, coordinating deed filings, handling trust funding activities, and supporting day-to-day client and legal administrative functions.

When:Immediate opening due to continued business growth.

Where:Sandy Springs, Georgia – In-office environment located just inside the perimeter off Roswell Road.

Why:Excellent opportunity to join a flexible, team-oriented office environment where employees gain broad exposure to estate planning, legal administration, and client service operations.

Office Environment:Professional, collaborative, and flexible small-office environment with strong work-life balance and early Fridays at times.

Compensation:$35,000 – $45,000 base salary plus benefits allowance.

Benefits:Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses.

Key Responsibilities:• Draft estate planning and trust documents• Coordinate deed filings with counties• Assist with corporation formations• Support trust funding activities• Coordinate and organize client documentation• Draft client correspondence and letters• Answer phones and assist with general office administration• Maintain accurate and organized files

Requirements:•1+ years of related experience preferred• Estate planning or trust experience highly preferred• Strong attention to detail required• Degree or Paralegal Certificate preferred• Strong communication and organizational skills

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