Legal Assistant

• Supporting assigned Attorneys and Partners with administrative tasks
• Scheduling appointments with colleagues and clients
• Drafting and sending documents, including service contracts
• Updating the firm's CRM platform consistently
• Organizing and distributing Attorneys' mail
• Working on special administrative projects
• Performing thorough and accurate document management and data entry

Administrative Legal Assistant

• Provide administrative and legal support to Estate Planning, Tax, and Trust Administration attorneys.
• Prepare, proofread, format, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and related correspondence.
• Coordinate estate planning signings and ensure all documents are properly executed and distributed.
• Manage attorney calendars, scheduling client meetings, signings, deadlines, and follow-up appointments.
• Serve as a primary point of contact for clients, providing exceptional customer service and timely communication.
• Organize, maintain, and update electronic and physical client files.
• Assist with probate and trust administration matters by preparing correspondence, gathering information, and coordinating filings as directed.
• Track client requests, attorney assignments, and outstanding tasks to ensure timely completion.
• Prepare engagement letters, conflict checks, and new client onboarding documentation.
• Coordinate incoming and outgoing mail, document deliveries, and record requests.
• Assist attorneys during client meetings by preparing materials, gathering documentation, and ensuring files are complete.
• Maintain confidentiality and professionalism while handling sensitive personal and financial information.
• Support department initiatives and process improvements to increase efficiency and enhance the client experience.

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Administrative Legal Assistant

Legal Assistant – Estate Planning