Estate Planning and Probate Paralegal

Estate Planning and Probate Paralegal Opportunities at Crow Estate
Planning and Probate

Clarksville, TN

Crow Estate Planning & Probate, PLC is a reputable and fast-growing estate planning law firm with offices in Nashville, TN, Clarksville, TN, and Hopkinsville, KY. Our primary mission is to protect our clients’ legacies, ensuring their assets are secured and transferred according to their wishes. 

If you enjoy taking on responsibility, are exceptionally organized, thrive in a fast-paced environment, independent, and enjoy serving people, this position might be a good fit for you. 

Core Values

• We treat one another as we would want to be treated ourselves. 
• We prioritize continuous learning, understanding that it is an essential element of success in the ever-evolving legal landscape as well as personal development. 
• We highly value open debate, acknowledging that all perspectives are instrumental in forging the best path forward. 
• Our workplace is characterized by an atmosphere of camaraderie and laughter, which fuels a harmonious and productive work environment. 
• We maintain that ego should never overshadow the importance of teamwork and the shared objective of serving our clients. 
• Character and integrity are fundamental components of a successful law practice. 

Our Clientele

Our typical client is 50 years old or older, primarily female, a grandparent, on the conservative side, and has retired or is about to retire. They rightfully expect a high level of client service, personal attention, and superior expertise. Our goal is to provide an excellent customer experience for the client and build our relationship with them to better understand their goals and the legacy they seek to protect. 

Overview of Position

We are seeking to hire a full time paralegal to work in the Clarksville branch of the firm. The candidate must be able to effectively manage a high volume workload, be independent, organized, and a self-starter, all while being on a larger team. 

At least 5 years of experience as a paralegal is required. If you do not have experience with estate planning and probate in your prior jobs, do not let that dissuade you from applying, but we do prefer those with experience in this area. We take time to train you fully and make sure that you know the material. 

We strive to create a work environment that is exciting, fun, friendly, and educational. We value hard work and a willingness to learn above all else. 

What We Are Not Looking For

Please do not apply to this position if you: 

• Do not enjoy interacting with clients 
• Want to simply push papers 
• Looking for a short-term job 
• Are not able to work well with others 
• Do not like taking the initiative 
• Need to be constantly directed and supervised 
• Are not able to keep up with a face paced environment 
• Have issues with working with others 
• Note: This is NOT a remote position 

Compensation

We offer competitive salaries and desire candidates that are looking for long term employment and the ability to grow with the firm. 

• Salaried position with compensation based upon experience level 
• Vacation is gained on an accrual basis 
• 5 paid sick days/personal days 
• Paid holidays 
• Health insurance 
• Short term disability 
• Long term disability 
• Life insurance 
• We offer vision, dental, and critical illness insurance, but we do not offer compensation for those currently 
• Retirement plan with 3% matching by employer after one year of employment 

Responsibilities

• Assisting attorneys with managing caseloads 
• Keep office organized and properly administered 
• Draft estate planning, probate, and other routine legal documents 
• Meet with clients to perform intake 
• Answer phones and emails 
• Able to answer routine estate planning and probate questions from clients 
• Must be able to work on deadlines and keep up in face paced environment 
• Create and maintain files 
• Be able to keep track of income and expenses; general bookkeeping skills 
• Manage CRM and task management systems 
• Work on deadlines 
• Manage calendars 

Desired Attributes

• Good character 
• Intelligent 
• Willingness to learn 
• Hard worker 
• Self starter 
• Friendly and professional 
• Independent 
• Technologically savvy 
• Good sense of humor 
• At least have read one John Grisham book or watched A Few Good Men 
• Proficient in Microsoft Office (Word, Excel, Outlook, etc) and Adobe 
• Experience with WealthCounsel 
• Experience handling probate cases 

Qualifications

• Experience as a paralegal is required, preferably 5 years or more 
• Bachelor’s degree and/or Paralegal certificate is preferred 
• Must be Notary Public (or willing to be one) 

Job Type: Full-time