Law Firm
Atlanta, GA
Legal Staff Paralegal in Atlanta, GA
Legal Staff
No
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Estate Planning and Probate Paralegal The candidate will answer clients administrative questions. Provide case updates to clients when directed by the attorney including obtaining information related to the drafting of legal documents and case management. Attend and document client meetings maintaining information gathered according to law firm policy in electronic or physical format. Manage the law practice's estate planning and probated calendar including, but not limited to: Scheduling new and existing client appointments. Keeping the attorney informed of potential clients. Balancing the intake of new clients each week within the attorney's time frame for processing work. Monitoring potential calendar complications and alerting the attorney. Assist in prescreening client when necessary. Open and close estate planning files in both physical and electronic format. Efficiently administer the funding process for estate planning clients including working with third parties and out-of-state attorneys when appropriate. Monitor workflow, ensuring estate planning and probate cases are moving forward and the attorney is updated with any potential delays or complications, in a weekly meeting. Analyze costs associated with estate planning including drafting time and client meeting time to assist the attorney in determining if the legal fees charged are recouping the investment in each client. Handle multiple estate planning and probate cases and prioritize time-sensitive issues. Be familiar with and sensitive to the local court system.
Mar 10, 2022
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