About the Role We are seeking a proactive and detail-oriented Legal Assistant / Client Services Coordinator to support our managing attorney and ensure a smooth client experience. This position combines legal administrative tasks, executive support, and client communication. You will play a critical role in helping cases move forward efficiently while delivering exceptional service to clients. Work Environment This position requires professionalism, discretion, and the ability to multitask in a dynamic legal environment. We are looking for someone who takes ownership of their work and enjoys making a positive impact on clients’ lives. Responsibilities: • Serve as the executive assistant to the managing attorney, including managing her inbox and scheduling • Oversee probate and estate planning files to ensure deadlines are met and client communications are timely and accurate • Handle client intake once an engagement agreement is signed, including preparing engagement letters, sending initial invoices, and assisting clients with intake forms • Draft, edit, and format estate planning documents and prepare them for execution (adding dates, organizing binders, scanning and emailing executed documents) • Enter client data into form drafting software (ProDocs/Westlaw Form Builder) • Communicate with clients regarding invoices, document status, and follow-up requests (including providing professional referrals) • Respond to and handle routine client inquiries • Manage office supplies and coordinate with vendors • Support the implementation of new processes and automation tools to improve efficiency Qualifications: • Excellent editing and formatting skills • Strong written and verbal communication skills • Friendly, professional demeanor with clients at all times • Highly organized and detail-oriented • Proficient with standard office software (Microsoft Office, Adobe) • Bonus: Experience with ProDocs/Westlaw Form Builder or similar legal document automation tools • Bonus: Familiarity with process automation and workflow improvements in a legal setting Compensation: $38,000 - $50,000 yearly

• Serve as the executive assistant to the managing attorney, including managing her inbox and scheduling • Oversee probate and estate planning files to ensure deadlines are met and client communications are timely and accurate • Handle client intake once an engagement agreement is signed, including preparing engagement letters, sending initial invoices, and assisting clients with intake forms • Draft, edit, and format estate planning documents and prepare them for execution (adding dates, organizing binders, scanning and emailing executed documents) • Enter client data into form drafting software (ProDocs/Westlaw Form Builder) • Communicate with clients regarding invoices, document status, and follow-up requests (including providing professional referrals) • Respond to and handle routine client inquiries • Manage office supplies and coordinate with vendors • Support the implementation of new processes and automation tools to improve efficiency