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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Legal Assistant Duties: Responsible for assisting Estate Planning paralegals and Attorneys on accurate and timely drafting of all Estate Planning documents. Will also suport and assist Estate Planning clients with any specific needs or issues. Use CRM/database (Abacus) to update client information and conflict check against the entire client database. Draft Estate Planning documents using WealthCounsel. Run a title search on real property. Analyze deeds to ensure that real property is in the Trust. Prepare Grant Deeds and County Recorder/Assessor documents for real property. Prepare transfer letters and complete funding for other assets. Obtain, complete and mail IRA beneficiary forms. Merge, format and mail drafts of Estate Planning documents to clients. Follow up with clients to ensure that Estate Planning documents are correct. Make changes to client documents as requested by attorneys and clients. Send nominations to Premier Trust, Inc. Prepare Trust ID cards for clients. Print Estate Planning documents and assemble binders for signing meetings. Review all Estate Planning documents with clients during the signing meeting. Make sure all documents are properly signed/notarized and scanned into the client file. Primary phone and drop-in contact for miscellaneous estate planning questions. Assist attorneys with their daily tasks and duties as needed. Smooth out any complaints or issues that clients may have. Process miscellaneous incoming mail regarding Estate Planning clients. Schedule follow up appointments for clients with the attorney. Schedule signing meetings. Participate in weekly Estate Planning meetings and other staff meetings as requested. Input daily time, prepare timesheets and expense reports. Update/create new forms for the office as needed. Prepare UPS shipments through firm account online. Travel to other offices as needed or requested.
Qualification and Experience
QUALIFICATIONS: High School Graduate. Notary Public preferred. 2+ years related work experience. Experience in the area of Estate Planning; additional on-going courses and continuing education programs in the area of Estate Planning. WealthCounsel experience preferred. Oral Communication Skills. Strong Written Communication Skills. Interpersonal Skills. Telephone/meeting Etiquette. Strong Proofreading and Grammatical Skills. Time Management. Computer Literacy. Type 50 WPM. Legal Terminology. Strong emphasis on accuracy, quality, attention to detail, and strong analytical skills. Excellent written, verbal, and interpersonal communication skills. Positive and productive attitude . Strong organizational and time management skills and the ability to take initiative. Reliability, flexibility, and agility to complete quality work in a timely manner. Ability to work in a team environment as well as work independently. Judgment and tact in handling sensitive and confidential matters. Ability to focus despite distractions and changing priorities. Ability to prioritize, coordinate and handle multiple projects to meet deadlines. Proficient in Microsoft Word, Excel, and Outlook. Experience working in a fast-paced environment.
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