Mercer Advisors
Financial Services
Paralegal(EstatePlanningSpecialist)
“Paralegal (Estate Planning Specialist) at Mercer Advisors. Skills: Estate planning, Document preparation, Legal software. Review deeds. Prepare deeds”
Industry & Context.
What They're Looking For.
Must Have
Paralegal Certificate required, Knowledge of WealthDocs required
What You'll Do.
Prepare funding documents
Work with county recorders
File supporting documents
Ensure fees are accurate
Manage funding workflows
Manage funding processes
Assist in entity creation
Prepare formation documents
Prepare summaries of estate plans
Support creation of estate planning documents
Enter data into legal document software
How You'll Work.
Team & Collaboration
Team-centric environment; Work as part of team
Communication Scope
Written communication; Verbal communication
Applying for this Paralegal (Estate Planning Specialist) role?
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ANONYMOUS · UNFILTERED
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