Job Summary

Full time - immediate opening for probate/estate planning legal assistant. In this role you will provide assistance to lawyers, communicate with clients, set appointments and draft legal documents, etc. You must be detail oriented and able to manage many files, maintain a time line throughout the probate process/ excellent secretarial skills.

Responsibilities

Communicate with clients

Greet clients/answer phones

prior experience in probate administration - maintain files through the probate process

Prepare specific documents - Last Will and Testaments, Durable Power of Attorney, Living Wills, Designation of Health Care Surrogate

Ensure that client files are well organized and follow through on tasks

Maintain and update documentation

Provide general administrative support

Qualifications

2 Years previous experience in Estate Planning or probate

Familiarity with legal procedures and terminology

Strong verbal and written communication skills

Highly organized with document management experience

Comfortable Microsoft Office - Word and Excel- and case management software- Knowledge of Prevail a Plus

Ability to multitask and work well under pressure