Legal Assistant

• Draft and prepare legal documents such as wills, trusts, powers of attorney, and healthcare directives under attorney supervision
• Coordinate client meetings, collect personal and financial information, and maintain consistent communication throughout legal processes
• Organize and manage digital and physical case files, including deeds, tax records, and court filings
• Conduct legal research on probate laws, estate taxes, and Medicaid eligibility requirements to support case preparation
• Prepare and file probate documents with courts, ensuring compliance with deadlines and procedural guidelines
• Assist clients in transferring assets into trusts by preparing deeds, beneficiary forms, and account updates
• Manage calendars, schedule appointments, and handle correspondence related to legal matters
• Operate switchboard systems to manage calls professionally and efficiently
• Maintain accurate legal documentation and correspondence in compliance with office standards

• Associate’s or bachelor’s degree in legal studies preferred
• paralegal certification is a plus
• Strong attention to detail
• Excellent communication skills
• Solid understanding of estate planning terminology and probate procedures
• Proficiency with legal software, Microsoft Office, and document management systems
• Ability to manage multiple tasks, prioritize deadlines, and maintain organization in a fast-paced environment
• Familiarity with court filing procedures and legal research methods
• Experience with switchboard systems and calendar management

paralegal certification

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