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Date Last Verified
Years of Experience
ProfileIslandia office of our client seeks associate attorney with 4+ years of experience in review and finalization of Estate Planning documents such as last will and testament, advance directives, trust and more. The candidate develops case information, client contact, finalization of documents; maintain client files. Keeps cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney. Helps develop cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports. Answers incoming calls and routing appropriately. Keeps clients informed by maintaining contact; communicating case progress. Maintains case costs by verifying outstanding balances with attorney, clients, and providers. Updates job knowledge by participating in educational opportunities; reading professional publications. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Experience with Hot Docs and Time Matters is a plus.
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