Legal Associate

Job Summary: This role requires a high level of attention to detail, superb organizational skills, and a deep understanding of legal terminology and court procedures. The ideal candidate is someone who can manage a fast-paced environment, effectively communicate with various stakeholders, and provide purposeful support to legal professionals.

Key Responsibilities

• Answer calls and schedule meetings with attorney
• Draft and prepare legal documents related to Estate Planning, Probate, and Guardianship.
• Conduct legal research and gather relevant information.
• Assist attorney with case preparation and management.
• Maintain and organize client files and records.
• Communicate with clients and other parties as needed.
• Schedule meetings with clients, communicate with clients to keep matters moving toward conclusion
• Draft pleadings and estate documents to attorney specifications.
• Keep, manage, and share timelines of all matters using firm’s CRM.
• Present all drafts to the attorney for review.
• All payments, billing, and e-filing will be managed by the attorney.
• Confidentiality and proprietary agreement to be signed.
  
  

Qualifications

• Proven experience as a Paralegal in Estate Planning, Probate, and Guardianship is preferred but willing to train a viable candidate.
• Strong knowledge of relevant laws and legal procedures.
• Excellent drafting and writing skills.
• Ability to work independently and manage multiple tasks.
• Strong organizational and communication skills.
• Must have own PC with Microsoft Word and internet access.
  
  

What You Need To Succeed

• Dependability and Commitment: Follow through on commitments and consistently deliver on their promises.
• Integrity and honest Communication: Open and honest when communicating with colleagues, managers, and clients. Transparency and straightforwardness are essential.
• Accountability: Take responsibility for your actions. Own up to mistakes and learn from them.
• Attention to Detail: Meticulousness in delivering high quality results.
• Proactive Problem-Solving: Our team actively seeks solutions to enhance processes and drive efficiency. This involves researching solutions to problems and collaborating with the team.
• Stakeholder-Centric Approach: Prioritize serving not only our clients but also our team members and vendors in a professional and courteous manner. This collaborative mindset ensures effective partnerships across the board.