Legal Staff Paralegal in Atlanta, GA

Law Firm

Atlanta, GA

Legal Staff Paralegal in Atlanta, GA

Legal Staff

No

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Paralegal- Probate and Estate Planning Duties: Prepare, proof, and edit all estate planning documents, Probate Court pleadings, and discovery, based on from information provided by the client. Communicate (letter, email, phone, and in person) regularly with clients regarding the status of their matter, additional information needed, and next steps. Occasionally communicate with agencies and institutions to research information on behalf of the clients. Understand and assist in the process of transferring the title of every kind of asset. Review inventories and asset lists submitted by the client for accuracy and completeness. Clarify any abbreviations, numbers, etc. May need to contact client or Financial Advisors by phone or in writing for clarification. Make appropriate database, time billing, and status report entries on a daily basis. Assemble, edit, and proofread correspondence, pleadings, and estate planning documents. Review estate plan with clients during the phone final, including following up on missing information and confirming final appointment and balance of fees. May assemble portfolio binders, including printing and copying and any other task required to make delivery to the client. Review estate plan documents with clients at final signing meeting, collect final fees and conduct signing ceremony, which includes arranging for witnesses and notarizing the documents. Provide ongoing client support, which includes receiving all client telephone calls, emails, and letters. Responsible for answering all routine client questions, which includes researching and taking action or delegating to others. Refer complex legal questions to attorney. Calendar deadlines correctly and take steps necessary to meet the deadline. Print progress reports and discuss them regularly with supervisor. Participate in weekly staff meetings, which includes providing input to law firm operations and procedures. Assist in answering phones, obtaining basic information from clients, and scheduling appointments. Organizing and maintaining client files. Additional duties as assigned by supervisor.

Qualifications: An undergraduate degree, paralegal certificate or related field of study; or equivalent work experience. Extreme attention to detail and organization with ability to focus on multiple tasks simultaneously. Strong time management and prioritizing skills with the ability to meet assigned project deadlines. Exhibits a results-oriented approach to tasks, assignments and responsibilities. Excellent verbal and written communication skills. Ability to handle multiple projects, prioritize effectively and be flexible. Exceptional phone etiquette, poised and professional demeanor with a strong will to sell and expand client relationships. Ability to follow instructions with minimal supervision. Desire to learn and embraces coaching for development. Experience with MyCase, Microsoft Office Suite and Google Calendar.