Estate Planning Paralegal - Medina Law Group

Do you have a passion for helping others? Are you seeking a career that will impact thousands of pre-retirees and retirees in your local community? Do you enjoy engaging with others, while completing tasks with a high attention to detail?

Medina Law Group is a boutique estate planning/elder law firm that helps those who are retired (or soon to be retired) plan for life’s greatest journey, and helps those who want to protect their assets from the devastating effects of needing long-term care. If you are detail-oriented, have high follow-through, and enjoy connecting with our clients to help guide them on the path to creating a great estate plan, apply today to become our paralegal.

While we scale and grow our team, our paralegal will play a role in drafting our estate and asset protection plans, while providing superior customer service to existing clients and new clients. Having been an estate planning boutique since 2008, our firm has a large roster of lovely and appreciative clients. In addition, our law firm works alongside a jointly-owned retirement planning financial services firm.

We are seeking a life-long team member who wants to be a part of a positive, inspiring culture and communicates that themselves every day.

Our Team Culture Thrives On:

• A teamwork mentality, collaboration

• Open communication

• Integrity, honesty, respect

• Problem-solving

• High follow-through

• Self-starters, who execute on their responsibilities

What You Can Look Forward To:

The purpose of this position is to assist with the drafting of our estate plans, coordinating updates of those plans for our existing clients, and coordinating with our retirement planning arm to deliver a holistic planning relationship. Our practice has been structured and refined with an eye to running a law firm more like a well-designed business. Our founder is a leading attorney both in matters of estate planning and elder law, as well as sought-out coach for lawyers and law firms, helping them lead great lives. It is unlikely you have ever encountered a law firm that thinks and operates the way we do. If you are interested in an experience different from the industry-norm, this may be the role for you.

Duties include working with our streamlined drafting system, working with new clients to design their estate plan, running signing meetings with clients, and coordinating the occasional estate administration case (a service we provide only for our existing clients). This position will also work with our Director of Operations on hiring, delegating, and training new employees. This position also handles practice-specific tasks, such as case design, preparation of estate planning documents, liaising with our financial services arm to coordinate the funding for all our estate plans, and assisting our attorneys with the set of tasks that typically are needed in an estate planning practice.

What We Will Provide For You:

1. A competitive compensation package (including contributions towards health benefits and a bonus program)

1. A positive and supportive work environment enabling you to develop your skills, collaborate with other professionals and invest in others.

What You Should Have:

1. The right mindset for growth and collaboration

1. Prior experience with estate planning (even if it’s not the way we do it)

Come Join Us!

Check us out online: https://www.facebook.com/medinalawgroup

We think you’ll see that we’ve got a great place for you to spend your days, enjoying what you do, seeing the difference you make in our client’s lives, and working with great talent around you. In addition, you’ll be in an environment dedicated to helping you lead a great life.

We are seeking a career-minded individual who demonstrates strong follow-through, takes accountability for their work, executes with a high attention to detail and loves working with retiree-aged clients. A team-player with a positive attitude will go far in our growing company.

If you think this is job is for you, don’t press the submit button in the system – take the extra step and send us an email directly to kimberly@medinalawgroup.com with the subject line “I’m your rockstar – let’s chat!” and include a brief cover letter and your resume.