Trust & Estates Paralegal

Job Summary

Elder Law/Estate Planning and Trust & Estate Law Firm seeking Case Manager/Legal Assistant/Paralegal. Experience with Elder Law, Estate Planning and or Trusts & Estates preferred.

The right candidate will: Enhances attorney effectiveness by developing case information, client contact, finalization of documents; maintain client files.

Responsibilities and Duties

Duties:

* 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 cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports.

* Answering incoming calls and routing appropriately

* 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.

Qualifications and Skills

Skills/Qualifications: Experience with Hot Docs and Time Matters a plus, Strong Microsoft Suite Experience preferred, Research Skills, Legal

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)

Work Location: In person