Legal Assistant
# Legal Assistant **Dr.Insomniacs Coffee and Tea** · Novato, CA 94945 · `On-site` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Indeed* --- ### About the Role Estate Planning Legal Assistant Job Description An estate planning legal assistant provides administrative and legal support to attorneys specializing in estate planning, trust administration, and probate matters. This role involves assisting clients throughout the estate planning process, preparing legal documents, managing confidential information, and ensuring efficient daily operations within the firm. Key Responsibilities - Assist attorneys in preparing wills, revocable living trusts, powers of attorney, advance healthcare directives, and other estate planning documents. - Coordinate client consultations, appointments, document signings, and follow-up communications. - Gather and organize client information, including assets, beneficiaries, and estate planning objectives. - Maintain accurate client files, legal records, and confidential documentation. - Communicate with clients to explain administrative procedures, provide updates, and facilitate document completion. - Assist with trust administration and probate matters, including organizing financial records and preparing supporting documentation. - Conduct legal research and assist attorneys with case preparation. - Manage calendars, deadlines, correspondence, and general office operations. - Ensure all documentation is accurate, properly organized, and completed in accordance with firm procedures. Required Skills and Qualifications - Strong organizational skills and exceptional attention to detail. - Excellent written and verbal communication abilities. - Ability to handle sensitive financial and personal information with confidentiality. - Proficiency in Microsoft Office, document management systems, and legal software. - Strong customer service skills and ability to work professionally with clients. - Familiarity with estate planning terminology, legal documentation, and administrative procedures. - Ability to multitask, prioritize assignments, and work independently. Position Overview This position requires a detail-oriented, client-focused professional capable of supporting attorneys while delivering a positive client experience. The ideal candidate demonstrates professionalism, discretion, strong problem-solving abilities, and an interest in estate planning and the legal field. Pay: $30.00 - $31.00 per hour Expected hours: 40.0 per week Benefits: - Paid time off Location: - Novato, CA 94945 (Preferred) Work Location: In person
Наблюдалась 2026-10-20, впервые 2026-10-20, источник — Indeed.