Legal Assistant - Estate Planning

Title: Legal Assistant- Estate Planning

FLSA Status: Non-Exempt

Reports To: Practice Area Leader

Position Summary

The Legal Assistant – Estate Planning position supports attorneys by managing client files, coordinating meetings and signings, and handling daily administrative tasks. This role requires strong attention to detail, ability to communicate effectively, and manage time efficiently to meet deadlines. Excellent client service is a must for this fast-paced legal environment.

Reasonable Accommodation Statement

To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Job Duties

• Assist attorneys to draft and prepare estate planning documents such as wills, trusts, powers of attorney, and advance directives.
• Organize and maintain client files, with strong attention to detail.
• Schedule and coordinate client appointments, attorney meetings and internal deadlines.
• Communicate with clients, legal professionals, and clients’ other professional advisors via phone, email and mail.
• Track deadlines and follow up on outstanding tasks and documents.
• Provide administrative support such as scanning, copying, mailing, and data entry.
• Occasionally travel to facilitate attorney/client meetings.

Competency Statements

• Demonstrates strong attention to detail by carefully reviewing documents, ensuring accuracy, and maintaining organized records.
• Provides excellent client service by communicating clearly and professionally, maintaining confidentiality, and building trust with clients.
• Manages time effectively by prioritizing tasks/ deadlines, and balancing workload demands.
• Contributes to teamwork by collaborating with attorneys, staff, and clients to support smooth case and project flow.
• Applies technical proficiency with Microsoft Office and document management systems to complete daily tasks efficiently.
• Uses problem-solving skills to identify issues, seek clarification, and propose practical solutions.
• Adapts to shifting priorities and unexpected changes while maintaining a positive and professional attitude.

Why Ball Morse Lowe

• Competitive Compensation
• Work-Life Balance: Lower minimum billable hour requirements and a flexible environment.
• Comprehensive Benefits: Full health coverage, 401(k) match, paid CLE and bar dues, paid time off, professional development programs, and more.
• Collaborative Culture: Join a tight-knit team of dynamic, experienced legal assistants and attorneys. We prioritize development and mentorship and have cultivated a supportive, collaborative environment.
• Rewarding, High-Impact Work: Join a team known for delivering exceptional legal solutions that earn the trust and respect of our clients. You’ll have the satisfaction of making a tangible impact while producing work you can be proud of.

Supervisory Responsibility

This role has no supervisory responsibilities.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Required Minimum Job Qualifications, Experience, Education and Training

Education: Associate degree

Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail

Preferred Job Qualifications, Experience, Education and Training

Education: Associate’s degree or Bachelor’s degree

Experience: 3-5 years in Legal Assistant role performing estate planning work; experience with WealthCounsel.

Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail.

Additional Eligibility Qualifications

Must be able to accomplish all duties with little to no assistance.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO Statement

Ball Morse Lowe PLLC is an Equal Employment Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by law.

Req EP-2025-4-1

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

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

Work Location: In person