Estate & Business Planning Paralegal & Client Care Program Coordinator
5 days ago
San Antonio
The Firm Philosophy There are no cookie cutters in great law. No molds. No ruts. No rubber stamps. At the law offices of Shann M. Chaudhry Esquire, we embrace the personal, the brave, and the avant garde. We accentuate the uniqueness in ourselves so that we can appreciate the uniqueness of our clients. That's when law gets good. When we can loosen our tie or let down our hair, we open the door to meaningful conversations, honest relationships, and well-crafted solutions uniquely suited to each client. We Are All our team members are "A Players" and high achievers with incredible work ethics, a sense of community, responsibility, and personal accountability. We provide our clients with the highest level of customer service and pride ourselves on customer satisfaction. This requires us to bring our best selves to work every day. By everyone giving their best performance everyday, allows us to enjoy work life balance. Position Overview We're seeking an exceptional Estate Planning & Business Planning Paralegal to join our boutique law firm in a unique multi-faceted role. This position combines traditional paralegal expertise in estate planning with business entity planning and drafting, plus leadership of our innovative Client Care Program. You'll be instrumental in creating outstanding estate and business planning documents using Wealth Counsel's comprehensive drafting suite, while ensuring our clients receive an unparalleled ongoing experience that keeps their plans current, effective, and properly funded. This role is perfect for a detail-oriented professional who combines technical excellence with business acumen and a genuine passion for building lasting client relationships. What We Are Looking For Estate Planning & Business Planning Legal Expertise • Minimum 3-5 years of experience as an estate planning paralegal, • Experience with business entity planning and drafting (2+ years preferred), • Comprehensive knowledge of trusts, wills, powers of attorney, healthcare directives, and beneficiary designations, • Strong understanding of business entity structures (LLCs, corporations, partnerships), • Experience drafting operating agreements, buy-sell agreements, and business succession documents, • Familiarity with asset protection strategies and business-related trust planning, • Understanding of trust funding and asset titling requirements for both personal and business assets, • Experience drafting estate planning documents under attorney supervision, • Familiarity with probate and trust administration processes, • Proficiency with Wealth Counsel drafting software (required or willingness to master quickly), • Experience with legal practice management software (Clio experience strongly preferred), • Experience with document management and client relationship management systems, • Comfort with digital vault systems and secure document storage, • Strong skills in Microsoft Office Suite and Adobe Acrobat, • Ability to learn new software systems quickly and efficiently, • Bachelor's degree or Paralegal Certificate from an ABA-approved program required, • Current membership in good standing with a paralegal association (preferred), • Willingness to pursue continuing education in estate planning, business planning, and client service, • Proven track record of delivering exceptional client experiences, • Strong interpersonal and communication skills with ability to explain complex legal concepts clearly, • Experience working with business owners and entrepreneurs, • Experience in high-touch, relationship-based client service environments, • Understanding of luxury or premium service delivery principles, • A high-achieving self-starter who consistently exceeds goals and expectations, • Someone who takes ownership and shows initiative without being asked, • A natural problem-solver who anticipates issues before they arise, • Highly organized with an obsession for detail and process improvement, • A relationship builder who genuinely enjoys creating exceptional experiences for others, • Results-driven with a track record of measurable achievements, • Someone who thrives in a fast-paced environment and can juggle multiple priorities, • A team player who elevates those around you through your positive energy and drive, • Passionate about continuous learning and professional growth, • Someone who embraces feedback and consistently looks for ways to improve, • Flexible and adaptable, able to transition seamlessly between estate planning, business planning, and client care responsibilities Estate Planning Paralegal Duties (40% of role) Document Preparation & Management • Draft comprehensive estate planning documents including revocable living trusts, wills, powers of attorney, healthcare directives, and ancillary documents under attorney supervision using Wealth Counsel, • Prepare trust amendments, restatements, and certifications of trust, • Create and maintain detailed estate planning checklists and document assembly systems, • Review and proofread all documents for accuracy, consistency, and completeness, • Manage document execution process, including coordinating notarization and witnessing, • Maintain organized client files in both physical and digital formats, • Serve as primary point of contact for clients throughout the estate planning process, • Conduct initial client intake meetings to gather information and explain the process, • Schedule and prepare materials for client meetings and document signings, • Explain document provisions and answer procedural questions (within paralegal scope), • Coordinate with financial advisors, CPAs, and other professional advisors as needed, • Coordinate Funding & Transfer of Assets via our Online Vault, • Draft deeds for real property transfers into trust, • Prepare assignment documents for various asset types, including business interests, • Coordinate with financial institutions for account re-titling, • Handle transfer of business entity ownership interests into trusts, • Track and document the funding status of each client's estate plan Business Entity Formation & Maintenance • Draft articles of organization and articles of incorporation using Wealth Counsel templates and resources, • Prepare comprehensive operating agreements for LLCs (single-member and multi-member), • Draft corporate bylaws and organizational resolutions, • Prepare partnership agreements and amendments, • Create initial meeting minutes and organizational documentation, • Prepare annual meeting minutes and corporate/LLC maintenance documents, • Assist with amendments to entity formation documents, • Draft buy-sell agreements (cross-purchase, entity redemption, and hybrid structures), • Prepare business succession planning documents in coordination with estate plans, • Create agreements for key person insurance and funding mechanisms, • Draft non-compete and non-solicitation agreements when appropriate, • Prepare employment agreements and independent contractor agreements as needed, • Create documents for gradual business transition planning, • Draft asset protection trusts for business owners using Wealth Counsel tools, • Prepare limited liability company structures for asset protection purposes, • Create documentation for business property transfers into protective structures, • Draft charging order protection documentation, • Prepare family limited partnership agreements when appropriate, • Gather information about business structures, ownership, and succession goals, • Prepare business client intake questionnaires and checklists, • Coordinate with business clients' CPAs, financial advisors, and business consultants, • Track business entity compliance deadlines and filing requirements, • Maintain organized files of business formation and planning documents Estate Plan & Business Plan Maintenance & Monitoring • Develop and maintain comprehensive tracking system for all client estate and business plans, • Conduct regular client audits to identify plans needing updates due to life changes, business changes, or law changes, • Monitor trust funding status and business entity compliance, • Proactively identify gaps or issues in both estate and business planning, • Oversee our secure Online Vault system, ensuring all client documents are current and properly stored, • Maintain detailed trust inventories and business entity documentation, • Create systematic review schedules for client plan maintenance, • Execute innovative ways to enhance the client experience at every touchpoint, • Identify opportunities to exceed client expectations in meaningful ways, • Document and systematize successful client experience initiatives, • Measure client satisfaction and identify areas for continuous improvement, • Collaborate with team members to maintain consistency in service delivery, • Build and maintain strong, trust-based relationships with estate planning and business clients, • Serve as a consistent point of contact throughout the client lifecycle, • Mastery of time management and priority setting to balance estate planning, business planning, and client care responsibilities, • Ability to build and maintain systematic processes for document production, business entity management, and client engagement, • Strong initiative to identify and solve problems independently across all areas of responsibility, • Excellence in cross-team collaboration with attorneys and support staff, • Capacity to handle sensitive and confidential information with utmost discretion, • Ability to anticipate needs and take proactive action in legal, business, and client service contexts, • Skills in data tracking, reporting, and metrics analysis, • Flexibility to adapt to changing priorities between estate tasks, business tasks, and client care activities, • Commitment to personal and professional development in paralegal skills, business planning, and client service excellence, • Drive to consistently raise the bar for both legal quality and service delivery, • Emotional intelligence to read client needs and respond appropriately, • Attention to detail that ensures both technical accuracy and memorable client experiences, • Business acumen to understand and relate to entrepreneurial clients Essential Technical Competencies • Comprehensive knowledge of estate planning documents, terminology, and processes, • Strong understanding of business entity structures, formation, and maintenance, • Understanding of trust types, structures, and administration principles, • Knowledge of business succession planning concepts and strategies, • Familiarity with asset protection strategies and techniques, • Understanding of buy-sell agreements and business transition planning, • Familiarity with probate procedures and requirements, • Knowledge of asset titling and ownership structures for both personal and business assets, • Understanding of beneficiary designation mechanics for various account types, • Ability to conduct legal research using appropriate resources including Wealth Counsel's research library, • Exceptional organizational skills and systems thinking, • Outstanding written and verbal communication abilities, • Strong project management capabilities across multiple practice areas, • Meticulous attention to detail in legal document preparation, • Proven ability to work independently and as part of a collaborative team, • High level of professional integrity and ethical standards, • Ability to maintain composure and quality work under pressure, • T...
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