Current jobs related to Estate Planning Law Firm Assistant - Ventura, California - Hermance Law

  • Estate Planning Law Firm Assistant

    4 days ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal AssistantAbout the Role:We are seeking a dedicated Legal Assistant to join our team at Hermance Law, a boutique law firm specializing in estate planning, probate, and trust administration. As a Legal Assistant, you will play a vital role in maintaining the smooth operation of our firm and ensuring top-tier service for our...

  • Estate Planning Assistant

    1 week ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Estate Planning AssistantAt Hermance Law, we are seeking a skilled Estate Planning Assistant to join our team. As a dedicated professional, you will play a vital role in maintaining the smooth operation of our firm and ensuring top-tier service for our clients.Responsibilities: Manage and oversee client files to ensure accuracy and completeness of...

  • Estate Planning Assistant

    3 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Hermance Law. As a key member of our estate planning department, you will provide administrative support to our attorneys and help ensure the efficient operation of our practice.ResponsibilitiesManage and maintain client files, ensuring accuracy...

  • Estate Planning Attorney

    4 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Estate Planning AttorneyWe are seeking a skilled and dedicated Attorney to join our esteemed estate planning law firm in Ventura, CA or Remote. The Attorney will play a pivotal role in providing legal expertise, counseling clients on complex estate planning matters, and ensuring the delivery of exceptional legal services.Responsibilities:Provide...

  • Estate Planning Paralegal

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    {"title": "Estate Planning Paralegal", "content": "Essential Role in Estate Planning Law FirmWe are seeking an experienced and motivated paralegal to join our fast-growing estate planning law firm in Ventura, CA.The paralegal will work closely with our attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery...

  • Estate Planning Coordinator

    4 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Legal Case Manager to join our team at Hermance Law. As a key member of our estate planning and probate team, you will be responsible for managing a caseload of probate and trust administration cases from inception to completion, ensuring deadlines are met and cases progress smoothly.Key...

  • Estate Planning Paralegal

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    Paralegal Opportunity in Estate Planning and Trust AdministrationWe are seeking a highly motivated and experienced paralegal to join our team at Hermance Law in Ventura, CA. As a paralegal in our estate planning and trust administration department, you will work closely with our attorneys to provide essential legal support and assist in case preparation.The...

  • Estate Planning Coordinator

    1 month ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal Case ManagerWe are seeking a highly organized and self-motivated Legal Case Manager to join our team at Hermance Law. As a Legal Case Manager, you will play a critical role in supporting our attorneys in achieving our clients' goals.Responsibilities:Manage a caseload of probate and trust administration cases from inception to completion,...

  • Estate Planning Specialist

    3 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal Case ManagerWe are seeking a highly organized and detail-oriented Legal Case Manager to join our team at Hermance Law. As a Legal Case Manager, you will be responsible for overseeing and managing a caseload of probate and trust administration cases from inception to completion, ensuring deadlines are met and cases progress smoothly.Key...

  • Estate Planning Coordinator

    1 month ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal Case ManagerWe are seeking a highly organized and self-motivated Legal Case Manager to join our team at Hermance Law. As a key member of our estate planning, probate, and trust administration team, you will be responsible for managing a caseload of complex cases from inception to completion.Key Responsibilities:Manage a caseload of probate...

  • Estate Planning Billing Coordinator

    1 week ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal Billing SpecialistAt Hermance Law, we are seeking a highly skilled and detail-oriented Legal Billing Specialist to join our team. As a key member of our financial operations team, you will play a crucial role in ensuring accurate and timely billing processes.Responsibilities:Manage client billing, invoicing, and resolve billing discrepancies...

  • Estate Planning Billing Coordinator

    4 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job SummaryWe are seeking a highly skilled Billing Specialist to join our team at Hermance Law. As a key member of our financial operations team, you will play a crucial role in ensuring accurate and timely billing processes for our clients.ResponsibilitiesBilling Management: Generate and review client invoices for accuracy and compliance with billing...

  • Estate Planning Coordinator

    7 days ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Estate Planning CoordinatorHermance Law is seeking an organized and self-motivated Estate Planning Coordinator to join our team. As an Estate Planning Coordinator, you will work closely with attorneys to develop case strategies, review documents, and provide updates on case progress.Responsibilities:Oversee and manage a caseload of probate and...

  • Estate Planning Coordinator

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Estate Planning Coordinator to join our team at Hermance Law. The ideal candidate will have a minimum of 2 years of case management experience and a strong understanding of probate and trust administration processes.The Estate Planning Coordinator will be responsible for managing a caseload of...

  • Estate Planning Attorney

    1 month ago

    Ventura, California, United States Haraka Headhunters Full time

    {"title": "Trust and Estate Litigation Associate", "location": "Ventura, CA", "salary": "$145k-$275k", "firm": "Top-tier boutique law firm in California", "experience": "Minimum of 3 recent years of experience in trust & estate planning litigation", "qualifications": ["JD or LLM from a US ABA-accredited law school", "Admitted and in good standing with the...

  • Estate Planning Attorney

    1 week ago

    Ventura, California, United States Hermance Law Full time

    h3JobDescription/h3pWeareaboutiquelawfirm,HermanceLaw,thatfocusesonestateplanning,probate,andtrustadministration.Ourmissionistodeliverapersonalized,seamlessclientexperiencebycombiningexpertlegalknowledgewithcutting-edgetechnology./ppAsanEstatePlanningAttorney,youwillplayapivotalroleinprovidinglegalexpertise,counselingclientsoncomplexestateplanningmatters,and...

  • Trust Funding Coordinator

    1 week ago

    Ventura, California, United States Hermance Law Full time

    Job SummaryWe are seeking a skilled Trust Funding Coordinator to join our esteemed estate planning law firm. The ideal candidate will be the first point of contact for clients and visitors, ensuring a positive and welcoming experience.Key ResponsibilitiesOversee and execute the trust funding process for client portfolios, ensuring accurate and timely...

  • Trust Funding Coordinator

    4 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job SummaryWe are seeking a skilled Trust Funding Coordinator to join our team at Hermance Law. The ideal candidate will be responsible for overseeing the trust funding process, ensuring accurate and timely transfer of assets into trusts.Key ResponsibilitiesTrust Funding Management: Execute the trust funding process for client portfolios, ensuring accurate...

  • Trust Funding Coordinator

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    Role Summary:We are seeking a skilled Trust Funding Coordinator to join our esteemed estate planning law firm, Hermance Law. The ideal candidate will be responsible for overseeing and executing the trust funding process for client portfolios, ensuring accurate and timely transfer of assets into trusts.Key Responsibilities:Manage trust funding activities,...

  • Legal Case Manager

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    Job Title: Legal Case ManagerWe are seeking a highly organized and self-motivated Legal Case Manager to join our team at Hermance Law. As a key member of our team, you will work closely with attorneys to manage a caseload of probate and trust administration cases from inception to completion.Key Responsibilities:Oversee and manage a caseload of probate and...

Estate Planning Law Firm Assistant

2 months ago

Ventura, California, United States Hermance Law Full time
Estate Planning Law Firm Assistant Position

We are a boutique law firm, Hermance Law, specializing in estate planning, probate, and trust administration. Our firm combines legal expertise with cutting-edge technology to provide personalized and seamless client experiences.

**Key Responsibilities:**

  • Assist in drafting, editing, and proofreading legal documents related to estate planning, including wills, trusts, and powers of attorney.
  • Maintain accurate and complete client files, ensuring confidentiality and data security.
  • Communicate with clients in a professional manner, providing exceptional client service and support.
  • Organize materials for client events and seminars, ensuring timely and efficient execution.
  • Handle administrative tasks, such as data entry, filing, and record-keeping.
  • Prepare estate planning documents for execution, ensuring accuracy and completeness.
  • Update case management system with current information, ensuring seamless workflow.
  • Collaborate with team members to ensure efficient and effective workflow.
  • Participate in professional development opportunities, enhancing knowledge and skills.
  • Provide general administrative support as needed, ensuring the smooth operation of the law firm.

Qualifications:

  • Prior experience as a legal assistant, preferably in estate planning, with a strong understanding of estate planning procedures and terminology.
  • Proficiency in legal research and case management software, including Microsoft Office Suite and legal research databases.
  • Strong attention to detail and organizational skills, with excellent written and verbal communication skills.
  • Ability to work effectively in a fast-paced environment, with a strong team player mentality and problem-solving abilities.
  • Knowledge of estate planning procedures and terminology, with a strong understanding of client confidentiality and ethical standards.