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Estate Planning Paralegal

2 months ago

Cleveland, Ohio, United States McCarthy, Lebit, Crystal & Liffman Full time
Position Overview

Job Summary:
The Estate Planning Legal Assistant will support attorneys in various facets of estate planning, emphasizing effective client interactions. This role demands exceptional organizational skills, meticulous attention to detail, and the capacity to juggle multiple responsibilities while ensuring confidentiality.

Key Responsibilities:

  • Prepare and arrange documentation for client consultations, ensuring all essential paperwork is organized and readily available.
  • Maintain regular communication with clients to collect information and provide updates regarding their estate planning cases.
  • Manage attorneys' schedules, coordinating client meetings, including initial consultations and document signings.
  • Respond to client inquiries via phone or email, assisting with form completion and document comprehension.
  • Ensure adherence to state and federal regulations in all estate planning documentation and processes.
  • Keep organized and current client files, both physical and digital, ensuring all documents are accurately filed and easily retrievable.
  • Monitor deadlines and significant dates, such as review periods for trust administration and probate processes.
  • Assist attorneys in trust and estate administration, including gathering and organizing necessary documents, preparing accounting, and filing paperwork with the court.
  • Collaborate with financial institutions, beneficiaries, and other parties involved in the probate process.
  • Perform routine administrative duties such as answering phones, managing correspondence, and overseeing office supplies.
  • Prepare billing statements and manage time entries for estate planning matters.

Qualifications:
Required Skills/Abilities:

  • Strong grasp of estate planning terminology and procedures.
  • Outstanding written and verbal communication skills.
  • Proficiency in office software (e.g., Microsoft Office, document management systems).
  • Exceptional organizational abilities and attention to detail.
  • Capability to manage multiple tasks and prioritize effectively.
  • Strong client service orientation and the ability to maintain confidentiality.
  • Positive demeanor and the ability to thrive in a dynamic environment.

Education and Experience:
A high school diploma or equivalent is required; an associate's degree or paralegal certification is preferred. A minimum of 2 years of experience as a legal assistant, particularly in estate planning or a related field, is desirable.

Working Conditions:
Standard law office environment with minimal exposure to excessive noise, dust, temperature, and similar conditions.

Benefits:
Our comprehensive benefits package includes:

  • Competitive salary aligned with experience and industry standards.
  • Comprehensive health, dental, and vision insurance plans.
  • 401(k) retirement savings plan with firm match.
  • Generous paid time off, including vacation days, personal days, and holidays.
  • Ongoing training opportunities and support for professional certifications.
  • Access to counseling and support services for personal and professional challenges.
  • Access to on-site fitness facilities and mental health resources.
  • Regular team-building activities and social events.