Benefits:

Competitive salary

Opportunity for advancement

Paid time off

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job Summary

Urgent opening - Immediate opening for a legal assistant. You will communicate with clients, manage estate planning document preparation, prepare and manage probate administrations and trust administrations. Document preparation includes Wills, Trusts, Advance directives, probate and trust administration. The ideal candidate must be organized and detail oriented.

Responsibilities

Communicate with clients

Enter client information into case management system - Our office uses Prevail Software

Prepare case-specific documents, including Petitions for administration and Trust administration documents, letters of instruction and emails and letters to clients and beneficiaries

Prepare wills, trusts, durable powers of attorney and health surrogates

Ensure that file is well organized

Maintain a system to follow a timeline for each administration

E-file court documents

Maintain and update documentation

Provide general administrative support including phone and client contact as needed

Qualifications

Previous experience as a Legal Assistant required

Familiarity with legal procedures, terminology, and the court system

Strong verbal and written communication skills

Highly organized with document management experienc

Microsoft Office and case management software

Ability to multitask and attention to details

FULL TIME OR PART TIME