Job Details

Legal Practice Assistant Estate Planning

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Apr 25,2019

Valid Through

Aug 08,2019

Posted on

Feb 28,2019

Years of Experience

Min 5 yrs required


Charlotte, NC, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Legal Practice Assistant - Estate Planning
The candidate will support attorneys with legal and administrative tasks, including document management, opening and closing of files, calendaring, travel arrangements, meeting/conference scheduling and other special projects. The ideal candidate will have experience supporting an estate planning practice group. Prepares legal documents and correspondence from draft or dictated text. Maintains client and firm files; opens and closes files according to Records Department procedures. Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required. Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients. Prepares forms for expense reports, check requests, reprographic services, etc. Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings.

Qualification and Experience

The candidate requires high school diploma or GED or and three to five years related legal experience or an equivalent combination of education and experience. 5+ years of estate planning experience is preferred. Must have Excellent planning and organizational skills. Must be proficient in Word, Excel, Outlook and Elite (or other comparable time entry software).

Company info

Hiring Coordinator
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146


"A Tedious Workplace "

Current Employee - Reviewed on December 16, 2017

Perhaps look into seeing if the workload can be changed up a bit to keep employees from getting bored and giving up."

Pros : The pay here is generous for the work that is required of people here and the experience of the people.
Cons : The work here tends to be kind of tedious and drags out forever with no end in sight. Even if you finish it the next day will be just like the previous.
Current or former employee? : Current Employee

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