Legal Assistant
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Overview
Job Description
- Assist attorneys with Probate and Estate Administration, and prepare battle-tested documents: Wills, Durable Power of Attorney, Living Wills, Health Care Surrogates, and Trusts.
- Compose and send letters, emails, faxes, and other correspondence.
- Calendar and track critical deadlines.
- Coordinate with court and government offices to confirm services, costs, and appointments, noting same in our case management system.
- Schedule appointments and document signings.
- Serve as the first point of contact for current clients with questions and scheduling needs, whether via telephone or email.
- Collect additional information from client for preparing plans, trusts, and other documents, as needed; update all client contact information in internal records.
- Edit documents during signings and presentations as needed.
- Legal assistant experience in elder law, or estate planning.
- Highly organized and self-driven individual.
- Experience with Microsoft Office applications required.
- Experience with case management systems preferred.
- Great communicator with the ability to develop rapport quickly with clients
- Ability to maintain calm, professional, and courteous service in a fast-paced, sometimes stressful, environment.
YOU MUST BE LOOKING FOR A NEW JOB!These are several of the positions we're hiring. Please review the details and Apply if you fit most of the skills. Check your email often for an invitation to Interview with us if we feel your skills match what we are seeking. (See all jobs at Talisgroup.com)Talis Group has been around over two decades assisting companies in their hiring function. We really dig into your resume to get to know your many skills and experiences and the type of position you seek. With us, you can get the inside scoop on company culture, etc.Check out these jobs!
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
