Estate Planning Legal Assistant

Levine Law Group PA is seeking a dedicated and detail-oriented Estate Planning Legal Assistant to join our dynamic team. In this role, you will play an essential part in supporting our attorneys in delivering top-notch legal services in estate planning. Our firm prioritizes professionalism, integrity, and client satisfaction, and we are looking for someone who embodies these values. As an Estate Planning Legal Assistant, you will assist in the preparation and management of legal documents related to wills, trusts, and estate administration. This position offers a unique opportunity to contribute to the lives of our clients as you help them navigate complex legal processes to secure their legacies. Your organizational skills and attention to detail will be crucial as you manage case files, conduct legal research, and maintain communication with clients and third parties. Working closely with attorneys, you will be exposed to various aspects of estate planning law, making this an excellent position for someone looking to grow their legal career in a supportive environment. We are looking for an enthusiastic individual who is ready to take on new challenges and make a difference in the lives of our clients while contributing to the success of Levine Law Group PA.

Responsibilities

• Assist attorneys in the preparation of estate planning documents, including wills, trusts, and powers of attorney.
• Manage and organize client files, ensuring all documentation is complete and accurate.
• Coordinate with clients to gather necessary information for estate planning processes.
• Conduct legal research as needed to support case strategies and legal advice.
• Draft correspondence and other documents as directed by attorneys.
• Schedule meetings and appointments for attorneys and clients, maintaining a well-organized calendar.
• Facilitate communication between clients, attorneys, and external parties such as financial institutions and government agencies.

Requirements

• Associate's degree in paralegal studies or a related field; bachelor's degree preferred.
• Previous experience as a legal assistant or paralegal in estate planning or a related area is highly desirable.
• Strong understanding of estate planning concepts, legal terminology, and document preparation.
• Excellent written and verbal communication skills for effective client interaction and correspondence.
• Proficient in Microsoft Office Suite and legal software applications.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks effectively.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Free Food & Snacks
• Wellness Resources
• Stock Option Plan