Rockstar Estate Planning and Probate Paralegal to Work Full-Time for Fast Growing Boutique Law Firm with a Great Culture

Summary: Our Paralegal is a Rockstar who engages with the legal team to understand the legal case strategies so that we can best position the client for success.

Our Paralegal performs a variety of tasks to help the legal team including drafting of Estate Planning, Probate, and Guardianship documents, and is prepared and ready for the legal team.

Our Paralegal understands the value of task delegation to the Firm and to the Client and creating a team approach to get more done in less time.

Our Paralegal also values in understanding legal strategy on each case so the Legal Team can be in alignment with the client’s interest in reaching their goal, the team’s interest in moving clients forward and the Firm’s interest in creating raving fans.

Responsibilities:

• Case Focused Tasks:
• Estate Planning
• Drafting Ancillary Documents, Info and Asset Lists, Correspondence
• Assisting with Trust Funding which includes completing various forms for insurance policies
• Reviewing of trust and trust related documents after drafting
• Reviewing Clients original Estate Planning documents for the attorney
• Probate/Trust Administration
• Creating spreadsheets of Probate and Non Probate Assets
• Drafting Documents, inventory and final account for the courts and prepping final account via data entry
• Tracking Times lines of the difference probate cases
• Drafting various types of correspondence and receipts
• Assistance with claim forms

Administrative/ Team/ Financial Tasks:
• Engage with the Team to create a collaborative culture including contributing and participating in team trainings, team builders and other growth opportunities.
• Coordinate the creation of billable time entries that convey the forward movement with the Billing clerk; review and analyze the tracking numbers and stay on target with Key Performance Indicators set by quarter.
• Keep files updated, organized and attorneys prepared.
• Complete required billable hours.
• Assisting managing paralegal with email correspondence and calendar activities

• Other Duties:
• Creating efficiencies through developing and refining the Firm’s systems including the policies and procedures, examples, templates, scripts, diagrams, work-flows, and videos.
• Analyzing statistical information to better understand how we can improve our services and the time we spend servicing our clients.


Key Skills:

• Confidence
• Great Organizational skills
• Adaptability
• Creativity
• Good teamworking skills
• Communication skills
• IT skills

Please email Amanda at ---------- with your resume. The subject line should read: (your last name) VA (one adjective to describe yourself)