Estate Planning Support Specialist
1 week ago
Estate planning, estate settlement, and elder law firm seeking an experienced Estate Planning Support Specialist. The ideal candidate will have a strong background in administrative work and excellent organizational skills. This is a full-time, in-office position with a competitive salary range of $45,000 - $55,000 per year depending on experience.
Responsibilities
The successful candidate will support senior paralegals with their work, follow up with clients to collect information and documents, coordinate meetings for clients to review and sign estate plan documents, revise and finalize draft estate plan documents, prepare and finalize correspondence to registries of deeds, probate courts, other law firms, CPAs, etc., communicate with out-of-state attorneys to coordinate preparation of deeds, prepare various corporate documents and file with the Secretary of State's Office, prepare Trust Funding forms as needed, perform administrative tasks such as scanning, copying, and preparing correspondence, and handle additional tasks as needed.
Requirements
The ideal candidate will have a high school diploma, 3-5 years of law office administrative work experience preferably with an estate planning or elder law firm, strong attention to detail and proficient proofreading skills, excellent interpersonal, verbal, and written communication skills, excellent organizational skills and the ability to prioritize and handle multiple tasks, ability to work independently with minimal supervision, team-oriented attitude and professional demeanor, ability to maintain confidentiality of information, familiarity with probate courts and registries of deeds a plus but not required, proficiency in Microsoft Word, Excel, and Outlook, and other common office applications.
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