Wills & Estate Senior Legal Assistant
Job Description
Wills & Estate Senior Legal Assistant
Our Client, a well-established boutique law firm, is looking for a Senior Legal Assistant to join their team full-time, in-office. If you have a minimum of five years’ experience in Wills and Estates and are ready to take your career to the next level, this is your opportunity to thrive. Working closely with their practical, down-to-earth, and highly experienced firm partner, you’ll gain valuable insights and mentorship that only a boutique setting can offer. Here you’ll be an integral part of a supportive and close-knit team where your contributions truly matter. Enjoy the perks of a collaborative environment, potential for professional growth, and being part of a firm that values work-life balance and a positive office culture. This role offers more than just a job—it’s a chance to grow your career with purpose. If this sounds like your kind of workplace, we’d love to hear from you! Apply now.
Salary: Up to $85K
Key Responsibilities
- Open, close and bill all files
- Manage calendars for intake calls, conferences, and general meetings as required
- Liaison with clients directly for pertinent information for estate planning and wills
- Prepare first drafts of estate planning documents
- Revise estate planning documents in accordance with client instructions
- Prepare and witness Wills and POAs signings
- Scanning, saving and emailing executed Wills & POAs
- Digital file maintenance of emails and client files
- Correspond with banks and other institutions to collect information for estate administration matters
- Prepare probate applications
- Prepare various documents required for the administration of estates (releases, consents, indemnities, etc.)
- Maintain organized client files electronically, and in hard copy when required
- Update and maintain inventory of will vault
- Assist with creation of precedents for estate planning documents and estate administration checklists
- Assist with overflow clerk work for other practice areas
Qualifications
- Law Clerk certification from a recognized college or university
- 5 – 7 years of experience in Wills and Estates required
- Team player, able to build a positive rapport with other staff and lawyers
- Superior communication, organizational and time management skills
- Excellent attention to detail and reading comprehension
- Advanced verbal and written communication skills
- Proactive, reliable, independent, and detail oriented
- High level of professionalism, confidentiality and discretion
- Ability to work well under pressure, meet unexpected and sometimes competing deadlines, and exhibit sound judgment
- Strong knowledge of Microsoft Office products (Outlook, Word, Excel) and Adobe Acrobat
- Preference will be given to those with knowledge of Clio and NetDocs
How to Apply: To apply, please forward your resume to Sabrina at sabrina@cartelinc.com
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