Paralegal, Estate Planning Specialist I

Mercer Advisors

. Review and prepare deeds, assignments, and other funding documents .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $32 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing legal documents such as deeds, trusts, and wills, while ensuring compliance with filing requirements. Proficient in managing workflows and supporting attorneys in a fast-paced, detail-oriented environment.

Highest-signal resume keywords

Paralegal CertificateKnowledge Of WealthDocsDocument PreparationAttention To DetailStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document PreparationData EntryEstate PlanningLegal Document SoftwareWorkflow Management

Soft Skills

Attention To DetailOrganizationTime ManagementProactive Follow-UpPositive Attitude

Tools & Technologies

WealthDocsLegal Document Software

Certifications & Qualifications

Paralegal Certificate

Industry Keywords

Estate PlanningDeedsTrustsWillsHealthcare Directives

About the role

Key responsibilities & impact

Review and prepare deeds, assignments, and other funding documents
Work with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
Manage workflows and processes related to funding and related tasks
Assist in creating entities, including preparation of formation documents and filings
Prepare summaries of existing estate plans
Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives
Enter data into legal document software
Support Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks
Perform other duties as assigned

Requirements

What you’ll need

Paralegal Certificate required
Knowledge of WealthDocs required
Excellent attention to detail
Strong written and verbal communication skills
Proactive follow-up and follow-through
Excellent organization, time management, proofreading, and word processing skills
Ability to maintain confidentiality with all matters
Positive attitude while working well as part of a large team
Ability to prioritize and multi-task in a dynamic environment
Availability Monday through Friday from 8AM to 5PM, with occasional early or late hours
Ability to work in a professional office environment or dedicated home office workspace
No heavy lifting over 10 lbs.

Benefits

Comp & perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Incentive compensation through one of Mercer Advisors’ incentive compensation programs
Basic technology needs provided for position requirements