NPAworldwide
Overview
Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned. Qualifications
Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred. Strong organizational and multitasking skills with keen attention to detail. Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus). Excellent written and verbal communication skills. Having a notary is a plus. Ability to work independently and as part of a team in a fast-paced environment.
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Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned. Qualifications
Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred. Strong organizational and multitasking skills with keen attention to detail. Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus). Excellent written and verbal communication skills. Having a notary is a plus. Ability to work independently and as part of a team in a fast-paced environment.
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