Job Description

ABOUT THE JOB

Busy boutique estate planning and estate administration law firm located in Northwest DC has an immediate opening for a full-time Trust & Estates Legal Assistant.

RESPONSIBILITIES:

-        Receive, open, log, and scan all incoming mail

-        Sort and distribute incoming mail

-        Prepare binders that organize a clients’ signed estate planning documents

-        Scan, save and appropriately store client documents

-        Provide administrative support to attorneys by scheduling meetings, answering phones, and sending meeting reminders to clients

-        Welcome clients and other visitors

-        Draft client correspondence

-        Prepare and assemble large mailings with multiple enclosures

-        Assemble estate planning documents in preparation for signing

-        Prepare and submit beneficiary designation forms for life insurance and retirement accounts

-        Form limited liability companies in various states and draft simple operating agreements

-        Assist in drafting Wills, powers of attorney, purchase agreements, promissory notes and other legal documents

-        Assist in preparing flow charts to provide a visual summary of an estate plan or transaction 

-        Obtain and record tax ID numbers for trusts 

-        Assist in tracking completion of various components of transactions and keeping all involved attorneys and paralegals updated on  project status

QUALIFICATIONS:

-        Must be very organized with a high attention to detail

-        Expert proficiency in Microsoft Word, Microsoft Excel, and Adobe Acrobat

-        Great interpersonal skills and professional demeanor

-        Ability to multi-task and work independently and efficiently

-        Prior experience in administrative support preferred but not required

-        Prior experience in legal and document management preferred but not required