Westlake, Ohio, 44145
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Job description
Job Summary
The Estate Planning Legal Assistant plays a crucial role in supporting attorneys specialized in estate planning. This position involves assisting with legal documentation, communications with clients, and maintaining the organization of case files to ensure efficient workflow and case management.
Responsibilities
- Prepare legal documents related to estate planning, such as wills and trusts.
- Assist attorneys in client consultations and follow up on client communications.
- Maintain and organize digital and physical files for easy retrieval.
- Schedule appointments and coordinate meetings with clients.
- Conduct preliminary client interviews to gather essential information.
- Manage billing and invoicing, ensuring accuracy in timekeeping.
Qualifications
- Associate’s degree in paralegal studies or related field; a bachelor’s degree is preferable.
- Proven experience as a legal assistant, particularly in estate planning or related areas.
- Strong knowledge of legal terminology, practices, and procedures.
- Excellent organizational skills with a keen attention to detail.
- Ability to communicate effectively with clients and colleagues.
- Proficient in legal research and familiar with relevant software applications.
Location
Work Arrangement
Hybrid
STEMHUNTER provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
