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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileLegal Assistant/Paralegal Responsibilities: Coordinate with experienced team in providing outstanding legal service to clients in the fields of business law, estate planning, elder law, probate, estate and trust administration. Production and formatting of documents with attorney supervision including: Probate forms and pleadings. Trust and Estate planning documents including Wills, Trusts, Powers of Attorney. Correspondence and Memos. Business Documents including corporate and LLC forms and records, filings. Real Estate Documents including deeds, leases, promissory notes, mortgages. Develop familiarity with pleadings and court rules for probate courts. Gather and Organize information for Trust and Estate Planning and Administration. Schedule and Track file deadlines. Overall File Management. General Reception, Scheduling Meetings, Client Communication. Support and assist others on the team to meet office objectives.
Qualification and Experience
Qualifications: Prior law office experience, particularly in the area of document preparation, and elder law/estate planning and administration. Must be organized, have good phone etiquette, able to work independently and in a team environment, proficient in Microsoft Office, use a high degree of attention to detail, communicate with attorneys, clients and co-workers in a pleasant and efficient manner and are able to multitask in a deadline driven and fast-paced environment. Strong computer skills. Proficiency in Microsoft Office, Outlook and case management software. Strong work ethic (comfortable working in a focused, disciplined manner to meet deadlines and devote additional time on occasion, if needed). Very organized and detail -oriented. Excellent verbal and writing skills. Familiarity with general office protocol, procedure and use of equipment. Ability to follow up with others on delegation of assignments.