What are the responsibilities and job description for the ESTATE PLANNING / INTAKE - LEGAL ASSISTANT position at LANDIS GRAHAM FRENCH PA?
Landis Graham French P.A., one of the oldest law firms in DeLand, is seeking an experienced full-time legal assistant to help support our growing law firm. The successful candidate will have experience in Estate Planning Law.
TITLE: Legal Assistant
SUPERVISOR: Brittany G. Gloersen, Esq.
TYPE: Non-Exempt Full-Time
Job Overview:
Assist potential clients during the Client Intake process. Assist Attorneys with drafting and reviewing legal documents, communicating with clients, maintaining calendars and meeting with clients.
Responsibilities/Duties:
· Prepare initial consultation folder for client and attorney
· Prepare legal documents required for Estate Planning (i.e. Living Will and Testament, Durable Power of Attorney, Advance Directives, etc.) within two weeks of initial consultation for attorney and client review
· Prepare invoice and payment for consultations according to LGF procedures
· Make files according to LGF procedures
· Maintain all client physical and computer files neat and orderly
· Prepare documents for final signing appointment with clients
· Send out final closing letters to clients one month after final signing appointment and follow LGF closing file procedures
· Intake clients with initial checklist
· File electronic pleadings, as necessary
· Coordinate attorney communications with clients, and maintain attorney calendars
· Maintain client confidentiality
· Other duties as assigned by Attorneys
Job Type: Full-time
Pay: $17.00 - $20.00 per hour
Benefits:
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
Experience:
- Legal Assistant: 2 years (Required)
Work Location: In person
Salary : $17 - $20