Help Families Protect What Matters Most
At Elevated Estate Planning, we help families gain peace of mind through thoughtful estate planning. We're looking for a compassionate, detail-oriented professional to join our team as an Estate Planning Client Signing Specialist (Signing Paralegal).
In this role, you'll guide clients through the signing of their estate planning documents, ensuring they understand their plans and leave feeling confident and cared for.
Previous estate planning experience is a plus, but not required. We are happy to train the right person who has exceptional communication skills, professionalism, and a strong attention to detail.
Why You'll Love Working Here
- Competitive pay: $21–$25/hour DOE
- Bonus opportunities
- Employer-paid health, dental, vision, and life insurance
- 401(k) with employer sponsorship
- Paid holidays
- Half-Day Fridays (closed at noon!)
- Supportive, team-oriented culture
- Meaningful work helping families plan for the future
- Training and opportunities for professional growth
What You'll Do
- Meet with clients and guide them through their signing appointments
- Explain estate planning documents in a clear, easy-to-understand way
- Notarize documents and ensure all signatures are completed correctly
- Review legal documents for accuracy and completeness
- Process finalized documents and prepare client files
- Collaborate with attorneys and team members to ensure a smooth client experience
What We're Looking For
We're looking for someone who is:
- Friendly, professional, and client-focused
- Highly organized and detail-oriented
- An excellent communicator who can explain information clearly
- Comfortable learning legal concepts and technology
- Able to manage multiple priorities while maintaining accuracy
Experience in legal services, banking, escrow, real estate, insurance, healthcare, financial services, or other client-facing roles is a plus, but we're willing to train the right person.
Join Our Team
If you're looking for a meaningful career where you can make a difference in the lives of families while working with a supportive team, we'd love to hear from you.
Please submit your resume and a brief cover letter telling us why you're interested in joining Elevated Estate Planning.
No walk-ins, please.