Title: Legal Assistant, Probate Specialist Job Responsibilities: - Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s probate journey. - Coordinate with clients to schedule and confirm all in-person and virtual meetings. - Collect, audit, organize, and...
Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to...
Title: Legal Assistant I, Funding Specialist Job Responsibilities: - Efficiently gather, create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings. - Accurately manage, organize, maintain, and save funding documents in digital filing systems. - Update the client intake form...
Title: Business Attorney - Trusts & Estates Job Responsibilities: The primary... Business Attorney in the Trusts & Estates practice include: -... working knowledge of legal documents such as wills, trusts, and powers of attorney. -... Managing fiduciary responsibilities and ensuring compliance with relevant leg...
Title: Associate Attorney Job Responsibilities: - Develop foundational and comprehensive estate plans for clients, including conducting office meetings, phone calls, drafting correspondence, conducting research, and preparing documents. - Review estate plans and determine the best course of action for clients. - Collaborate with the...