Estate Planning Assistant

4 days ago


Santa Rosa, California, United States Certified Employment Group Full time

Job Overview

Certified Employment Group is seeking an experienced Estate Planning Assistant to join our team in Santa Rosa, CA. As a key member of our law office, you will provide administrative support to our attorneys and help ensure the smooth operation of our estate planning practice.

Key Responsibilities

  • Schedule appointments and manage attorney calendars to coordinate meetings.
  • Accurately input information and prepare legal documents, maintaining impeccable organization.
  • Compile and organize client binders and other materials for meetings.
  • Use Clio or similar legal software for case and document management.
  • Welcome clients warmly and handle front-office duties with professionalism.
  • Ensure all work is completed with accuracy and precision.
  • Assist with estate planning tasks, including preparing grant deeds and other related documents.
  • Understand and manage legal documentation and procedures specific to estate planning.

Required Skills and Qualifications

  • Previous experience in a law firm setting, particularly in estate planning, is required.
  • Must be detailed, making sure all T's are crossed, spelling is accurate and format is professional.
  • Strong organizational skills, attention to detail, and the ability to multitask effectively.
  • Proficiency in Clio or similar case management software is preferred.
  • Positive, cheerful, and client-focused, with excellent interpersonal skills.
  • Must thrive in a full-time, in-house position in a small office setting.

Estimated Salary Range: $30-35 per hour (dependent on experience)



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