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Legal Assistant for Estate Planning
2 months ago
Are you an organized and meticulous legal assistant with a strong interest in estate planning? Join our innovative estate planning law firm, where we emphasize client satisfaction and creative legal strategies. As a legal assistant, you will be instrumental in providing our clients with the assurance they need as they prepare for their future.
In this role, you will collaborate closely with our skilled attorneys in a supportive team atmosphere. We are committed to delivering outstanding service and promoting the professional development of our staff. At our firm, you will enjoy ongoing educational opportunities, a welcoming workplace culture, and the chance to significantly impact our clients' lives.
If you seek a fulfilling position that offers career growth, client engagement, and a healthy work-life balance, we encourage you to consider joining our team.
Compensation:$23 - $25 hourly
Key Responsibilities:Document Drafting and Preparation:
- Create wills, trusts, powers of attorney, advance healthcare directives, and other essential estate planning documents.
- Prepare trust transfer deeds and related property transfer paperwork.
Client Engagement:
- Conduct interviews with clients to collect necessary information for estate planning documents.
- Maintain consistent communication with clients to provide updates and address inquiries.
- Coordinate and schedule client meetings, including consultations and document signings.
Case Management:
- Organize and maintain client files and documentation, ensuring accuracy and timeliness.
- Monitor case progress and ensure compliance with deadlines.
- Manage the onboarding process for new clients, including data entry and initial document preparation.
Administrative Assistance:
- Support attorneys with administrative duties such as scheduling, filing, and correspondence.
- Oversee billing and invoicing for estate planning services.
Compliance and Quality Control:
- Review documents for accuracy prior to finalization and client execution.
- Assist in upholding compliance with firm policies and procedures.
Technology Proficiency:
- Utilize the firm's case management software and client communication tools to manage and track cases.
- Guide clients in using the firm's technology for virtual meetings and document management.
- Excellent time-management and organizational skills.
- Strong interpersonal abilities and proficiency in writing and grammar.
- A minimum of 1 year of experience in a legal environment.
- Notary license is required.
- Preference for candidates with a paralegal certification or advanced paralegal education.
- Residency in the relevant area is necessary.
Lancier Legal, PC, is a dedicated estate planning law firm focused on protecting our clients' futures. Our mission is to deliver comprehensive estate planning services that safeguard families, manage assets, minimize taxes, and prevent probate. We envision a future where every family can have peace of mind regarding their legacy.
What distinguishes us is our dedication to exceptional client service and a comprehensive approach to estate planning. We believe in fostering lasting relationships with our clients, ensuring their estate plans adapt as their lives change.
At Lancier Legal, PC, we provide a nurturing environment, continuous learning opportunities for our team, and the chance to make a significant difference in our clients' lives. Choose us for our expertise, personalized service, and commitment to excellence in estate planning.
