Paralegal - Estate Planning

Paralegal to support Estate Planning and Administration practice in Chattanooga, TN. Responsibilities include drafting estate plan documents (revocable and tax planning trusts, wills, incapacity documents), preparing beneficiary and account change forms, creating estate planning diagrams and Excel workbooks, organizing financial information, proofreading and revising materials, preparing correspondence to clients/banks/investment companies, coordinating with attorneys on new trusts and deeds, handling IRS forms (e.g., Form SS-4), managing client files, and assisting with billable hours and client communications. Requires strong attention to detail, ability to handle confidential information, independence within a supervised framework, and proficiency with Word, Excel, PowerPoint, Outlook, DocuSign, HotDocs, NetDocuments, LMS workflows, and related software. Notary certification preferred and experience with legal document management systems recommended. The role is based in the Chattanooga office with willingness to commute or relocate.