Legal Assistant/Paralegal
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration, elder law, and special needs planning. They are seeking a dedicated and detail-oriented Legal Assistant/Paralegal to provide critical administrative and paralegal support to its estate planning attorneys.
Main Responsibilities:
- Provide administrative support, including scheduling, document management, and client communication.
- Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives.
- Assist with estate administration tasks, including probate filings and beneficiary communications.
- Conduct legal research and prepare summaries for attorney review.
- Coordinate with courts, financial institutions, and government agencies as needed.
- Maintain and update client files in compliance with firm policies.
- Assist with billing, expense tracking, and other administrative duties as assigned.
Main Qualifications:
- Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred.
- Strong organizational and multitasking skills with keen attention to detail.
- Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus).
- Excellent written and verbal communication skills.
- Having a notary is a plus.
- Ability to work independently and as part of a team in a fast-paced environment.
Salary is up to $75,000 plus comprehensive benefits package, including health insurance and retirement plans.
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