Title: Legal Secretary Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both digital and physical, in...
legal documents using document management systems such as Clio. -... Maintain case files and ensure accurate document review and data entry for various litigation and transactional matters. - Support attorneys with calendaring deadlines, court filings, and scheduling client meetings. - Assist in client...
Title: Paralegal – Real Estate and Estate Planning Job Responsibilities: Estate Planning & Legal Document Preparation - Draft, revise, and finalize estate planning documents, including wills, trusts, powers of attorney, advance directives, and related instruments. - Coordinate execution and notarization of legal documents with...
Title: Estate & Probate Attorney Job Responsibilities: - Lead and mentor the Probate team. - Oversee full-cycle probate and trust litigation cases. - Develop and supervise litigation strategy. - Ensure consistent, high-quality client experience. - Collaborate with law firm leadership on department growth and improvements. Education and...
with client and case management and perform tasks necessary... is not exhaustive, common responsibilities include: - Case File and Client Portal Management - Create file trees... for clients and cases - Add new contacts and matters to the case management databas...