This is a full-time in-office position The Estate Planning Legal Assistant will work closely with attorneys, paralegals, and clients to support the preparation and execution of estate planning documents, manage scheduling, and ensure a smooth client experience from intake through document signing and beyond. Responsibilities: • Prepare and format estate planning documents (Wills, Trusts, Powers of Attorney, Advance Directives, etc.) under attorney and lead paralegal supervision. • Manage client files and maintain accurate case documentation in the firm’s case management system. • Communicate professionally with clients, both in writing and over the phone, to obtain information and provide updates. • Assist with document review and proofreading to ensure accuracy and compliance. • Organize, assemble, and finalize estate planning binders and materials for client delivery. • Ensure signed documents are properly scanned, saved, and filed in the correct format and location. • Follow up with clients regarding outstanding documentation or signature requirements. • Research county records to prepare deeds, record deeds with the County Clerk, process deeds, and send them to the client. • Attend client signings in the capacity of notary public and witness, depending on needs. • Perform general administrative tasks as needed to support attorneys and staff. Qualifications: • 1+ years of experience in estate planning or a related legal field. • Excellent written and verbal communication skills. • Strong organizational skills and attention to detail. • Proficiency in Microsoft Office Suite and legal document preparation software. • Ability to manage multiple tasks in a deadline-driven environment. • Experience with legal case management software (Clio, WealthCounsel, LawMatics, or similar) is a plus. Compensation: $22 - $26 per hour experience-based compensation

• Prepare and format estate planning documents (Wills, Trusts, Powers of Attorney, Advance Directives, etc.) under attorney and lead paralegal supervision. • Manage client files and maintain accurate case documentation in the firm’s case management system. • Communicate professionally with clients, both in writing and over the phone, to obtain information and provide updates. • Assist with document review and proofreading to ensure accuracy and compliance. • Organize, assemble, and finalize estate planning binders and materials for client delivery. • Ensure signed documents are properly scanned, saved, and filed in the correct format and location. • Follow up with clients regarding outstanding documentation or signature requirements. • Research county records to prepare deeds, record deeds with the County Clerk, process deeds, and send them to the client. • Attend client signings in the capacity of notary public and witness, depending on needs. • Perform general administrative tasks as needed to support attorneys and staff.