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.