What are the responsibilities and job description for the Legal Support Operations Specialist position at Estate Guru, Inc.?
About Us
At Estate Guru, we are powering the transfer of wealth for millions of Americans on a single platform where families, advisors, and financial institutions’ incentives and roles are aligned. But we are more than a platform—we are the creators of a new estate planning and wealth transfer category serving thousands of clients. Building a category takes grit, determination, and a love for extraordinary thinking—but, most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
Our future team members are like our customers—tired of the ordinary, wary of traditional thinking, and morally conscious about those who take too much and provide too little value. Joining our team means committing to laying the foundational pieces of excellence: merit, execution, relentless pursuit of better, and deep self-accountability. We don’t shout orders from behind the walls of an ivory tower; we lead the charge from the front line. If you’re looking to be in the thick of innovation and not make excuses for the status quo, then you’ve come to the right place. Mind your footing, though—our work is not about balance; it’s about excellence.
About the Role
We are seeking a highly organized and detail-oriented individual to join our Estate Guru team as a Legal Support Operations Specialist. The Legal Support Operations Specialist will play a key role in optimizing the efficiency and effectiveness of our attorney network operations. This position requires a combination of legal knowledge, project management skills, and technological proficiency to support various legal workflows within the organization.
Key Responsibilities
- Document Review & Resolution: Assist attorneys in reviewing flagged documents, gather missing information, resolve issues when possible, and escalate as needed.
- Attorney Referrals: Connect clients with attorneys in our network when they need services beyond estate planning.
- Internal Legal Support: Field legal questions from internal teams, answering using existing knowledge or research, and escalate to attorneys when necessary.
- Annual Compliance Updates: Coordinate with attorneys to ensure estate planning documents remain state-compliant and update referral offerings.
- Process Improvement: Identify and implement workflow enhancements to improve efficiency and client experience.
Qualifications
- 2 years of experience in legal operations, paralegal work, or related roles within a corporate legal department or law firm.
- 2 years of estate planning experience.
- Strong understanding of legal principles, processes, and terminology.
- Proficiency in legal technology tools and software, such as contract management systems, e-discovery platforms, and document automation software.
- Excellent project management skills, with the ability to manage multiple tasks and priorities simultaneously.
- Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Proven ability to work independently and take initiative in a fast-paced environment.
- This role is a great opportunity for someone who enjoys working in legal operations and is passionate about improving processes while supporting a national attorney network.
