Estate Planning and Probate Legal Assistant

Job Overview

We are seeking a dynamic and detail-oriented Estate Planning and Probate Legal Assistant to join our dedicated legal team. In this vital role, you will provide comprehensive support for estate planning and probate matters, ensuring smooth case progression from initial client consultation through estate administration. Your proactive approach, organizational prowess, and legal knowledge will help facilitate efficient workflows and exceptional client service. This position offers an exciting opportunity to work within a collaborative environment that values precision, professionalism, and continuous learning.

Duties

• Assist attorneys with estate planning tasks including drafting wills, trusts, powers of attorney, and advance healthcare directives using legal case management software.
• Manage probate proceedings by preparing necessary court documents, filing estate inventories, and coordinating with courts and beneficiaries.
• Review and organize legal documents utilizing document management systems like Trustate and PCLaw; ensure accuracy in data entry and filing.
• Interview clients to gather pertinent information for estate planning or probate cases, maintaining clear communication and professional phone etiquette.
• Support project management efforts by tracking case deadlines, preparing status reports, and coordinating with multiple stakeholders to meet procedural requirements.
• Perform legal administrative duties including proofreading documents, transcribing dictations, managing correspondence, and maintaining meticulous case files.

Qualifications

• Proven experience as a paralegal or legal assistant with a focus on estate planning or probate law preferred.
• Knowledge of estate planning procedures, probate processes, and procedural law would be preferred.
• Proficiency in legal software such as Trustate, PCLaw, Westlaw; experience with document review and case management systems helpful.
• Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
• Exceptional writing skills for drafting legal documents and correspondence; keen proofreading abilities to ensure accuracy.
• Demonstrated clerical experience including data entry, filing systems management, transcription services, and administrative support functions.
• Effective communication skills with professional phone etiquette; ability to interview clients confidently while maintaining confidentiality.

Join us in making a meaningful difference by supporting clients through their estate planning journeys! We are committed to fostering an inclusive environment where your expertise can thrive while providing exceptional service to those we serve.

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Work Location: In person