What are the responsibilities and job description for the Trust and Will Coordinator position at The Wagon Legacy?
We are seeking a Trust and Will Coordinator to join our team at The Wagon Legacy. In this role, you will be responsible for drafting legal documents, managing client relationships, and ensuring the seamless execution of estate plans.
Responsibilities
- Drafting Legal Documents: Prepare wills, trusts, powers of attorney, healthcare directives, and other estate planning documents with great attention to detail, under attorney supervision.
- Client Meetings and Communication: Meet with clients to gather information, review documents, explain processes, and answer non-legal advice questions.
- Case Management: Maintain organized client files, track deadlines, and ensure timely completion of tasks.
The ideal candidate will possess a minimum of 3 years of estate planning drafting experience, strong proficiency in drafting and preparing legal documents, and excellent organizational skills. A high level of diligence, accuracy, and attention to detail is crucial for success in this role.
