Job Title:
Trusts & Estates Legal Assistant
Job Responsibilities:
- Assist attorneys who focus on Trusts and Estates by preparing legal documents such as Wills, Trusts, Health Care Proxies, Living Wills, and Powers of Attorney.
- Provide administrative support to attorneys.
- Keep cases organized by establishing and organizing files, monitoring calendars, meeting deadlines, documenting actions, entering information into file database and case management software, and confirming case status with attorneys.
- Answer telephone calls, maintain client contact, and schedule meetings.
- Assist attorneys with creating, formatting, and revising retainer letters and other legal documents.
- Perform straight typing and proofreading work for accuracy before returning to attorneys.
- Maintain attorney schedules.
- Enter attorney time using Expert Time.
- Submit expense and reimbursement reports using Chrome River.
- Manage and prioritize incoming email and correspondence.
- Scan and email documents.
- Perform e-filing.
- Attend Will signings.
- Exhibit patience, empathy, and professional maturity at all times.
- Demonstrate an attitude of cooperation with legal staff, peers, and administrators.
Education and Experience Information:
- Minimum of 5+ years of law firm experience.
- Background in the areas of Trusts and Estates is required.
- Ability to type 55+ wpm.
- Excellent spelling, grammar, and organizational skills.
- Ability to multi-task and work both independently and as a team member.
- Experience with NetDocs is a plus.
Salary Information:
The annualized salary range for this position is $55,000 to $75,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
Additional Information:
- The position offers hybrid hours: Monday-Friday, 9am – 5pm, with the flexibility to work overtime when needed.
- Minimum 3 days a week in office and 2 days a week remotely.
- The environment is described as a congenial, fast-paced environment.
- The law firm offers competitive salary and benefits, including medical and dental insurance, group term life insurance, accidental death and dismemberment insurance, long-term disability insurance, optional term life insurance, flexible spending accounts, Aflac, 401(k), paid time off, referral bonuses, and paid holidays.
- The firm actively encourages equal opportunity through mentoring, training, professional development, and public service programs.
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
