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Legal Assistant- Estate Planning

ROOTH & ROOTH PA
locationSeminole, FL, USA
PublishedPublished: 6/14/2022
Legal

Job Description

Job Description
Job SummaryWe are seeking a highly motivated Part Time Legal Assistant to join our team. In this role, you will provide assistance to lawyers, ensuring they are able to carry out their duties. You will communicate with clients, communicate with clients, set appointments, draft legal documents, etc. The ideal candidate is hardworking and detail-oriented.
Responsibilities

  • Communicate with clients
  • Prepare case-specific documents - Last Will and Testaments, Durable Power of Attorney, Living Wills, Designation of Health Care Surrogate.
  • Ensure that client files are well organized
  • Maintain and update documentation
  • Provide general administrative support

Qualifications

  • 2 Years previous experience in Estate Planning
  • Familiarity with legal procedures and terminology
  • Strong verbal and written communication skills
  • Highly organized with document management experience
  • Comfortable Microsoft Office and case management software- Knowledge of Prevail a Plus
  • Ability to multitask and work well under pressure
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