Education (CE) classes, lunch-and-learns, and networking happy hours across multiple locations. - Manage the law firm’s sponsorships, industry memberships, and event participation to enhance visibility and relationships in the legal and real estate sectors. - Collaborate with... graphic designers to...
commensurate with experience. Estate Planning Paralegal Are... looking for an experienced estate planning paralegal with a... positive and professional paralegal to join our team and help our clients with their estate planning needs. The... ideal candidate w...
# Senior Estate Planning Attorney We... are looking for an estate planning attorney with a... minimum of five years of experience, an amazing attitude, and the ability to demonstrate vast empathy for our clients. A qualified candidate will have...
assess needs related to estate planning, Medicaid, probate, and... guardianship. - Build strong, lasting relationships through compassionate, thoughtful interactions that instill confidence and trust. - Serve as a trusted advisor by educating clients, answering questions, and ensuring they fully understand their legal...
Title: Experienced Probate Paralegal Job Responsibilities: - Serve as the primary client contact, providing clear and empathetic updates to clients throughout the probate process. - Draft and revise probate pleadings and correspondence, ensuring all information is verified and accurate. - Maintain an organized calendar,...
Responsibilities: - Prepare and proofread estate planning documents, including wills,... trusts, powers of attorney, and health care directives. - Assist with probate filings, such as petitions, notices, inventories, and accountings. - Track deadlines for court filings and hearings to ensure timely submissions. - Communicate...
wills, trusts, and other estate planning documents. - Serve as... the point of contact for basic client questions that do not require attorney involvement. - Communicate with clients compassionately and empathetically, personalizing each interaction to provide an outstanding client experience. - Build and...
of these documents between planning and signing meetings. - Develop... by the law firm, including documents related to general estate planning, revocable living trusts,... irrevocable... asset protection trusts, and special needs trusts. - Answer general client questions about law firm services a...
intake and sales conversations; assess fit; recommend appropriate probate and estate planning services; secure engagement... when warranted; and ensure accurate onboarding and handoff to the legal team. - Respond promptly to inbound calls, emails, and inquiries; document all contacts accurately...