Estate Planning Legal Assistant Job at Robert Half (Wheaton)

Legal Assistant - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), a mid-sized law firm headquartered i...

Location

United States , Morristown

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum experience of two years as a legal assistant or equivalent
Skilled at managing complex schedules and coordinating team needs
Proficient in electronic document organization and retrieval
Familiar with legal administrative tasks such as intake, conflict checks
state and federal court and administrative agency rules, procedures and deadlines
Experience with billing procedures and software
Able to address administrative challenges and suggest improvements
Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools
Experience with electronic filing and workflow systems for optimal efficiency

Job Responsibility

Manage attorney schedules and coordinate client meetings
Oversee the client intake process, including communications, conflict checks, and internal file setup
Handle incoming and outgoing correspondence with professionalism
Maintain and organize client files and documents, ensuring efficient record management
Assist with billing and invoicing processes
Provide general administrative support to the legal team
Handle client inquiries and provide excellent customer service
Utilize and maintain efficient office systems and processes

Fulltime

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

Legal Assistant

Robert Half is looking for a Legal Assistant to join a wonderful firm in Chicago...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Microsoft Office Suites including Microsoft Excel
Experience in Calendar Management and expense reports
Familiarity with Management Systems
Strong skills in documentation and briefing
Knowledge of estate planning, wills, and power of attorney
Excellent written and verbal communication skills
Strong organizational skills with attention to detail
Ability to work both independently and as part of a team
Proactive and able to manage multiple tasks simultaneously
Ability to maintain confidentiality and handle sensitive information with discretion

Job Responsibility

Prepare, review, and edit a wide range of legal documents and correspondence
Prepare and review estate planning documents
Maintain trust/estate financial records
Create and maintain a filing system
open and close files in a timely fashion
Process client intake forms
Manage mail, e-mail, faxes, and phone calls in a confidential, organized, and efficient manner
Arrange meetings, coordinate travel arrangements, and schedule appointments
Prepare attorney expense claims and close transactions
Act as a liaison between assigned lawyer(s) and clients, as well as internal departments and external affiliates including financial institutions, municipal, and government departments as requested

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Trust and Estate Paralegal

This role will be an essential part of our high retention team, using your skill...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possess knowledge and practical experience in Probate Law, Estate Law, and Tax Returns
Skilled in Calendar Management to organize and maintain attorney schedules
Proficiency in handling Estate Planning matters
Experience in Probate and Estate Administration
Familiarity with legal terminologies and procedures related to Probate
Strong written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to work independently and collaboratively within a team
Proficient in legal research and drafting legal documents
Adherence to detail oriented ethics and confidentiality of information

Job Responsibility

Assist in managing and organizing various legal documents related to estate planning and probate law
Conduct extensive legal research and gather relevant information to assist in case preparation
Work closely with the legal team to prepare and file tax returns related to estates
Utilize your knowledge of probate and estate administration to effectively manage client cases
Manage calendars, arrange meetings and appointments, and provide reminders to ensure smooth operations
Draft legal documents related to estate law, such as wills, trusts, and probate forms
Provide support in probate court proceedings and estate administration tasks
Use your understanding of estate law to provide excellent customer service and handle client inquiries
Maintain confidentiality and professionalism at all times while dealing with sensitive legal information
Stay updated with the latest developments and changes in estate law and probate law to provide the most accurate advice and support

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Legal Secretary

We are in search of a diligent and efficient Legal Secretary to join our team in...

Location

United States , McLean

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in answering multi-line phone systems
Familiarity with law office procedures, operations, and protocols
Proven experience in law practice, preferably in estate law
Proficient in dictation
Certification as a Notary Public or willingness to obtain such certification
Experience in dealing with witnesses
Knowledge of estate law, including estate planning, estate sales, and estate tax
Ability to manage and coordinate estate planning activities
Experience in handling estate sales
Understanding of estate tax laws and regulations

Job Responsibility

Coordinate and manage attorneys' schedules
Ensure all legal documents are filed accurately and within deadlines
Maintain and organize physical and electronic case files
Manage incoming and outgoing communications
Act as the point of contact between attorneys, clients, courts, and external parties
Assist with the preparation of pleadings
Carry out other administrative tasks as needed

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Probate Paralegal

A well-established and reputable mid-sized law firm in Downtown Seattle is seeki...

Location

United States , Seattle

Salary:

75000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

At least four years of experience in probate
Knowledge and application of legal software tools
Excellent written and verbal communication skills
Strong attention to detail and accuracy in work

Job Responsibility

Manage and maintain probate case files, ensuring accuracy and organization
Track deadlines and court dates, and proactively manage calendaring
Assist attorneys with case planning and development
Draft and prepare probate petitions, inventories, accountings, and other legal documents
Prepare and file court documents in compliance with Washington probate rules
Draft correspondence with clients, beneficiaries, and creditors
Assist in the preparation and organization of documents necessary for tax returns
Gather financial records and documentation required for tax filings
Assist with the identification, valuation, and distribution of estate assets

What we offer

medical, dental and vision
life and disability insurance
participation in the company’s 401(k) plan + annual discretionary profit sharing
16 days of vacation/sick days
10 days of paid holidays per calendar year

Fulltime

Legal Assistant/Paralegal

We are looking for a skilled Legal Assistant/Paralegal to join a dynamic law fir...

Location

United States , Niagara Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a legal assistant or paralegal role
Familiarity with Trust & Estate law and estate planning processes
Proficiency in managing client intake and maintaining detailed records
Skilled in using multi-line phone systems and handling high-volume calls
Strong organizational skills with the ability to manage multiple tasks efficiently
Excellent communication abilities, both written and verbal
Attention to detail and commitment to accuracy in all work
Ability to work collaboratively in a fast-paced legal environment

Job Responsibility

Assist attorneys in Trust & Estate matters, including drafting and managing legal documents
Handle client intake processes, ensuring all information is accurately recorded and organized
Manage and respond to phone calls using a multi-line phone system
Support estate planning procedures, including document preparation and coordination
Organize and maintain client files and case records to ensure easy access and proper documentation
Schedule meetings and appointments for attorneys, ensuring efficient calendar management
Communicate with clients in a detail-oriented manner, providing updates and answering inquiries as needed
Perform general administrative duties to support the daily operations of the office
Ensure compliance with legal regulations and firm policies in all tasks performed

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Estate Planning Legal Assistant

Robert Half

Location:
United States , Wheaton

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 23, 2025

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Job Description:

Job Responsibility:

Requirements:

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Job Posted:March 23, 2025

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