What are the responsibilities and job description for the Estate Planning Lawyer Assistant position at Pierro, Connor & Strauss, LLC?
Job Overview
We are seeking a skilled professional to assist attorneys in preparing estate planning documents and interacting with clients.
Duties and Responsibilities
- Prepare and draft estate planning documents, including Wills, trusts, powers of attorney, living wills, and healthcare directives, under the guidance of an attorney.
- Customize documents based on individual client situations, ensuring accuracy and clarity in all drafts.
- Assist attorneys in conducting initial client intake interviews to gather relevant personal, financial, and family information required for document drafting.
- Coordinate communication with clients, answering inquiries and ensuring all necessary documents and information are collected in a timely manner.
- Maintain client confidentiality while managing sensitive financial and personal data.
- Ensure all executed documents are properly signed, notarized, and filed in accordance with state law.
Requirements and Qualifications
- Associate's degree in Paralegal Studies, Bachelor's degree, or equivalent experience in estate planning or related legal fields.
- At least 3 years of experience drafting estate planning documents or in a similar paralegal role with a focus on wills, trusts, and related legal documents.
- Proficiency in using legal software such as Clio, NetDocuments, Wealth Docx preferred.
