Paralegal

Firm Overview

Crow Estate Planning & Probate, PLC was founded in 2019 with the vision of being a different type of law firm. At a base level, what sets us apart from other law firms is our narrow practice fields. Our practice only focuses on estate planning, probate, and ancillary practices such as conservatorships, guardianships, and business planning. We do not handle divorces, personal injury, etc. We desire to become experts in our limited fields of practice, helping clients as they are considering how to distribute their estate, dealing with the death of a loved one, or starting a new business.

We currently have three offices: Nashville, Tennessee, Clarksville, Tennessee, and Hopkinsville, Kentucky. We currently have a staff of 12, including 3 attorneys. We are a growing firm and plan to continue our growth in the coming years.

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 Nashville 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 3 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.

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
• Do not like taking the initiative
• Need to be constantly directed
• Are not able to keep up with a face paced environment
• Have issues with working with others

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
• Eligible for bonuses after 6 months
• 14 days paid vacation
• 5 paid sick days/personal days
• Retirement plan with 3% matching by employer
• Paid holidays
• Health insurance
• Short term
• Long term disability offered
• Life insurance
• We offer vision, dental, and critical illness insurance, but we do not offer compensation for those
• Great work/life balance

Responsibilities

• Assisting attorneys with preparing wills, trusts, powers of attorneys, probate pleadings/motions, and other legal documents
• Answering routine estate planning and probate questions from clients
• Meeting with clients to perform intake
• Answering phones and emails
• 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; very basic 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
• Familiarity with CRM systems and project management systems like Asana, Monday, and Trello
• Experience with WealthCounsel
• Experience handling probate cases

Qualifications

• Experience as a paralegal is required, preferably 3 years or more
• Bachelor's degree and/or Paralegal certificate is highly preferred
• Must be Notary Public (or willing to be one)