Dvorak Law Group is seeking an experienced and highly organized Estate Planning Paralegal to join our estate planning practice group in Omaha, NE. This role is ideal for a professional who thrives in a collaborative environment, enjoys client interaction, and has a passion for helping individuals and families plan for the future. The position offers the opportunity to work alongside attorneys and staff on a wide range of estate and trust matters, including estate and gift planning, trust administration, probate, and related business succession planning.
IN THIS ROLE:
- Assist attorneys with all aspects of estate planning, trust administration, and probate matters.
- Draft, revise, and format estate planning documents such as wills, trusts, powers of attorney, advance directives, deeds, and related documents to firm standards.
- Prepare initial drafts of documents, maintain checklists, and incorporate revisions from drafting sessions.
- Manage the organization and administration of estate and trust files, including asset inventories, accountings, tax documents, and beneficiary correspondence.
- File documents with the appropriate courts and agencies to ensure compliance with state and federal requirements.
- Communicate directly with clients, financial institutions, and other third parties to request information, provide updates, and ensure timely responses.
- Coordinate workflow and delegate tasks to support teams to ensure accuracy, timeliness, and efficiency.
- Maintain and update estate planning and trust administration databases and client records.
- Support client billing matters by preparing billing letters, tracking time, and handling related administrative tasks.
- Organize and manage electronic and paper files in accordance with firm standards.
- Research statutes, regulations, and other legal resources as needed.
- Assist with special projects and other duties as assigned.
IDEAL CANDIDATES WILL HAVE:
- Bachelor’s degree and/or paralegal certificate from an ABA-accredited program preferred.
- 5+ years of estate planning, trust administration, or probate paralegal experience in a law firm or financial institution.
- Strong knowledge of estate planning procedures, probate filings, trust administration, and related documentation.
- Excellent organizational skills with the ability to manage large volumes of information and multiple deadlines.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), PDF tools, and legal practice management systems.
- Strong attention to detail, proofreading, and document formatting skills.
- Excellent interpersonal and communication skills, with the ability to interact effectively with attorneys, clients, and staff.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- Commitment to confidentiality, discretion, and client service.
WHO WE ARE:
Dvorak Law Group is a full-service business law firm located in Omaha, Nebraska. We help clients navigate all facets of estate planning, corporate law, litigation, employment law, and real estate law. Our estate planning team works closely with individuals, families, and business owners to develop comprehensive strategies that protect assets, transfer wealth, and plan for the future. Our firm’s highest priority is a collaborative approach, whether working internally or with our clients and their trusted advisors to provide the highest level of service and help our clients achieve peace of mind. Our firm is also committed to maintaining a culture that promotes diversity and inclusion.
ADDITIONAL INFORMATION / BENEFITS:
- Group Health Insurance (shared employer/employee cost)
- Group Dental Insurance (shared employer/employee cost)
- Vision Insurance (employee paid)
- Short-Term Disability Insurance (employee paid)
- Critical Care Insurance (employee paid)
- Accident Insurance (employee paid)
- 401(k) Plan (employee contribution/employer match)
- Long-Term Disability Insurance (employer paid)
- Life Insurance (employer paid)
- Dependent Care FSA (employee paid)
- Health Savings Account (employee paid)
- Employee Assistance Program (employer paid)
The position is an at-will position.
Must be willing to undergo a background check.
Would you like to apply? Please email your resume and cover letter to Jeffrey J. Blumel, Managing Partner, at jblumel@ddlawgroup.com.
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