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Estate Planning Coordinator

2 months ago

Bainbridge Island, Washington, United States Integrated Law, PLLC Full time
Job Summary

We are seeking a highly organized and detail-oriented Estate Planning Coordinator to join our team at Integrated Law, PLLC. As an Estate Planning Coordinator, you will provide administrative support to our attorneys and paralegals, assisting with estate planning, probate, and tax matters.

Key Responsibilities
  • Administrative Support: Provide high-quality administrative support to our attorneys and paralegals, including scheduling appointments, preparing documents, and maintaining case files.
  • Estate Planning: Assist with estate planning matters, including preparing legal documents, coordinating with clients, and ensuring compliance with legal timeframes.
  • Probate and Tax: Support our attorneys and paralegals with probate and tax matters, including preparing documents, coordinating with clients, and ensuring compliance with legal timeframes.
  • Communication: Respond to client inquiries, provide excellent customer service, and maintain open communication with our attorneys, paralegals, and clients.
  • Organizational Skills: Maintain accurate and organized case files, ensure timely completion of tasks, and prioritize multiple projects and deadlines.
Requirements
  • Experience: At least one year of relevant professional experience in estate planning, probate, or tax law.
  • Education: High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Skills: Excellent communication and organizational skills, proficiency in Microsoft Office, and ability to maintain confidentiality and discretion.
What We Offer

Integrated Law, PLLC offers a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development.