The legal assistant must be organized, pays full attention to details and possess strong analytical skills. Must have minimum of 1-2 years recent probate and/or estate administration support experience.
Keeps cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney.
Helps develop matters by maintaining contact with people involved in the matter; scheduling meetings; preparing accounts for attorney review; preparing probate estate documents; contacting appraisers; drafting petitions or other documents; preparing and filing inventory; preparing responses to inquiries; generating status reports.
Keeps clients informed by maintaining contact; communicating case progress.
Maintains case costs by verifying outstanding balances with attorney, clients, and providers.
Updates job knowledge by participating in educational opportunities; reading professional publications.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Skills/Qualifications: Reporting Skills, Research Skills, Legal Administration Skills, Probate, Estate Planning, Client Relationships, Organization, Planning, Attention to Detail, Confidentiality, Dependability, Client Confidentiality. Must Know Word, Excel, Outlook and Powerpoint. Experience with CLIO legal software, Lawmatics and WealthCounsel is a plus.
Job Type: Part-time
Pay: $20.00 - $22.00 per hour
Benefits:
- Flexible schedule
- Free parking
- Paid time off
- Work from home
Schedule:
- Choose your own hours
- Monday to Friday
- No weekends
Travel requirement:
- No travel
Education:
- High school or equivalent (Preferred)
Experience:
- Wills, trusts, & estate law: 1 year (Required)
Work Location: In person
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