Estate Planning Legal Assistant / Paralegal

Job Description

Job Description

Administrative Assistant

• Answer telephones, take appropriate messages and deliver same to attorney and / or paralegal and greet clients in a pleasant and professional manner.
• Respond to clients and provide information to clients under the instruction of attorney and / or paralegal.
• Log and distribute incoming mail including regular and electronic mail.
• Calendar deadlines as appropriate from instructions of attorney and / or paralegal.
• Set up, organize and maintain paper and electronic filing systems in accordance with recognized procedures and standards
• Coordinate client meetings and confirmation of scheduled appointments..
• Prepare files and obtain all necessary documents for incoming Probate, Guardianship, Medicaid Planning and Litigation files.
• Prepare trust and operating account deposits and coordinate with accounts receivables / payables for proper placement.
• Assist Medicaid Specialist with Pooled Income Trusts and coordination of out of state counsel for out of state deeds, as needed.
• Draft estate planning documents to include : Warranty Deeds, wills, trusts, durable power of attorney, etc and other miscellaneous estate planning documents under the direction of attorney.
• Responsible, dependable, neat and keeps a tidy workspace and double checks their own work product.
• Follows explicit instructions provided and has an exceptional work ethic to follow through on all tasks.
• Keep a running up to date To Do List of all tasks to assist attorney and paralegal daily.
• Proficient in Google App, Microsoft Word, Adobe Acrobat and Excel.
• Professional appearance, communication skills and demeanor required.