Estate Planning Law Specialist

3 days ago


Ventura, California, United States Hermance Law Full time

We are seeking a highly skilled Estate Planning Law Specialist to join our team at Hermance Law in Ventura, CA. As a dedicated member of our staff, you will play a vital role in the probate and trust administration process.

About the Role

This is an opportunity to utilize your administrative and legal expertise to provide top-notch support to our attorneys and clients. Your key responsibilities will include managing client files, assisting with court forms and document preparation, and maintaining accurate records.

Responsibilities
  • Manage and oversee client files to ensure accuracy and completeness of documentation, including facilitating the onboarding process for new clients.
  • Assist attorneys in preparing for consultations and client meetings.
  • Complete court forms, handle mailings, and file necessary documents for cases.
  • Communicate with clients both in person and over the phone, addressing inquiries and providing regular updates on case progress.
  • Execute administrative duties such as data entry, filing, and maintaining records while meeting all filing deadlines.
  • Update and maintain the firm's case management system with precise and current information.
  • Uphold strict client confidentiality guidelines and safeguard sensitive information.
Requirements
  • Prior experience working as a legal assistant or paralegal, with a preference for experience in probate or trust administration.
  • Proficient in conducting legal research, drafting documents, and utilizing case management software in the context of estate planning law.
  • Strong focus on detail and exceptional organizational abilities to handle multiple tasks and meet deadlines effectively.
  • Excellent written and verbal communication skills to interact with clients and team members professionally.
What We Offer

As a valued member of our team, you can expect a competitive salary of $45,000 - $60,000 per year, depending on experience, along with opportunities for professional growth and development. If you are a motivated and organized individual looking to make a meaningful contribution to the field of estate planning law, we encourage you to apply.



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