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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileLegal Assistant Duties: Provide the highest quality planning and asset protection services to our clients. Will assist attorney & clients in estate planning and administration, trust administration, business law and client maintenance services. Estate administration including document preparation and accountings in the areas of probate, conservatorship, long-term care planning and trust administration. Estate planning including assisting in the preparation of trusts, wills, powers of attorneys, advance health care directives and related documents. Trust funding duties including coordinating with clients and fiduciaries to transfer assets from individual to trust ownership. Business law duties including preparation of business agreements with significant formatting requirements, and dictation. Client maintenance plans requiring client contact, attention to detail, record-keeping, analysis of client, fiduciary, and public records in determining required actions.
Qualification and Experience
Qualifications: A college education or equivalent experience is required. Must have 3-5 years' experience as a legal assistant in the area of business, estates and trusts. Experience with Microsoft Office Suite, including Word, Excel, Outlook and Power Point is required. The law firm uses the following programs and experience with these (or similar programs) is desirable: PCLaw, WealthDocx, HotDocs, and Adobe Acrobat. Excellent written and oral communication skills are required, including proficiency in preparing reports, record-keeping and basic correspondence. An accounting and/or financial services background is a plus.