Estate Planning Paralegal

Atticus Lawyer Coaching

Estate Planning Paralegal coordinating client relationships and communication in a Louisville firm. Assisting in the estate planning process with professionalism and care for clients.

Posted 6/19/2026full-timeLouisville • Kentucky • 🇺🇸 United StatesMid-LevelSenior💰 $48,000 - $52,000 per yearWebsite

About the role

Key responsibilities & impact

Coordinate and conduct signing appointments for wills, trusts, powers of attorney, and related documents
Serve as a primary point of contact for clients throughout the estate planning process
Communicate with financial advisors, wealth managers, accountants, and other professionals
Schedule meetings and follow-ups, and keep client matters moving on schedule
Track matter status and maintain organized, current client files
Assist attorneys with document preparation, proofreading, and review
Respond promptly to client inquiries with professionalism and warmth

Requirements

What you’ll need

Experience in a law firm, financial services, wealth management, banking, or another professional client-facing role (preferred)
Paralegal certificate, associate’s or bachelor’s degree, or equivalent professional experience
Outstanding interpersonal and communication skills
Strong organization and attention to detail
Ability to work effectively with clients, attorneys, and outside professionals
A professional, compassionate, service-oriented approach
Estate planning experience is a plus but not required—we’re glad to train the right person

Benefits

Comp & perks

$48,000–$52,000 annually, commensurate with experience
Flexible schedule—hybrid, with two days a week in our Louisville office
Health insurance
401(k) plan
A stable, supportive work environment
The chance to build lasting client relationships and make a real impact

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

document preparationproofreadingreview

Soft Skills

interpersonal skillscommunication skillsorganizationattention to detailprofessionalismcompassionservice-oriented approach

Certifications

paralegal certificateassociate's degreebachelor's degree