About This Role
Working independently to support a client-focused law practice, the Legal Assistant provides administrative and legal support, specializing in elder law and estate planning. This position is ideal for an organized, detail-oriented professional with experience in legal services or office administration who takes pride in accuracy, sound judgment, and exceptional client service.
Responsibilities
- Prepare, format, proofread, and finalize legal documents, correspondence, client forms, and other materials related to estate planning, probate, and elder law matters
- Serve as a professional and welcoming point of contact for clients, answer routine administrative questions, coordinate communications, and help clients feel comfortable throughout the legal process
- Create and maintain accurate, organized electronic and physical client files; gather and organize client information and supporting documentation for attorney review
- Manage calendars, schedule appointments, coordinate meetings, monitor deadlines, and ensure the attorney has the necessary documents and information available for upcoming meetings
- Work proactively to identify and resolve routine administrative issues, prioritize competing demands, and keep matters moving forward with minimal supervision
- Assist with the administrative processes involved in wills, trusts, probate, Medicaid planning, and other elder law and estate planning matters
- Manage correspondence, email, document preparation, data entry, filing, and other day-to-day administrative responsibilities necessary to maintain an efficient office
- Exercise discretion when handling sensitive client information and recognize when a question or issue requires the attorney’s attention
- Work effectively with the attorney and existing legal support staff, communicate progress on assignments, and contribute to a professional and cooperative work environment
Requirements
- At least four years of experience in office administration, office management, legal services, or a related professional environment
- Familiarity with estate planning, probate, trusts, and elder law practices
- Familiarity with Microsoft Office 365, Adobe Acrobat, Google Calendar, and Gmail
- Ability to prepare, edit, organize, and manage documents electronically
- Demonstrated ability to maintain accurate records, proofread documents, manage deadlines, and handle multiple responsibilities without sacrificing quality
- Ability to work with initiative, prioritize tasks, troubleshoot routine problems, and complete assignments independently while recognizing when guidance or attorney review is needed
- Excellent written and verbal communication skills, a professional demeanor, and the ability to interact patiently and respectfully with clients