Estate Planning Legal Assistant

• Draft correspondence, memoranda, and estate planning documents.
• Perform thorough proofreading and document review.
• Maintain organized client files and records.
• Assist with time entry and expense reimbursements using Aderant.
• Support the client billing process, including proofreading, editing, and mailing invoices.
• Collaborate with other staff and departments to ensure smooth workflow.

• 5+ years of legal assistant/secretary experience, with exposure to Personal Succession, Estate Planning, Probate or Corporate Transactions involving mergers, acquisitions, divestitures, or joint ventures.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and PDF software (Kofax).
• Exceptional writing, proofreading, and communication skills.
• Strong problem-solving ability and keen attention to detail.
• High school diploma or equivalent required.

• Ability to multi-task and manage time effectively in a fast-paced legal environment.
• Strong customer service orientation and teamwork mindset.
• Adaptability to change priorities and work occasional overtime as needed.
• Excellent interpersonal skills to foster positive working relationships.

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