Legal Associate

This role requires a high level of attention to detail, superb organizational skills, and a deep understanding of legal terminology and court procedures. The ideal candidate is someone who can manage a fast-paced environment, effectively communicate with various stakeholders, and provide purposeful support to legal professionals.

Key Responsibilities

• Answer calls and schedule meetings with the attorney.
• Draft and prepare legal documents related to Estate Planning, Probate, and Guardianship.
• Conduct legal research and gather relevant information.
• Assist attorney with case preparation and management.
• Maintain and organize client files and records.
• Communicate with clients and other parties as needed.
• Schedule meetings with clients and ensure progress on all matters.
• Draft pleadings and estate documents according to attorney specifications.
• Track and manage case timelines using the firm’s CRM system.
• Present all drafts to the attorney for review.
• All payments, billing, and e-filing will be managed by the attorney.
• Sign a confidentiality and proprietary agreement.

What You Need to Succeed

• Dependability and Commitment: Consistently follow through on commitments and deliver results.
• Integrity and Honest Communication: Communicate openly and transparently with team members, clients, and managers.
• Accountability: Take ownership of actions, including mistakes, and learn from them.
• Attention to Detail: Deliver high-quality results with precision.
• Proactive Problem-Solving: Seek solutions, research problems, and collaborate to enhance efficiency.
• Stakeholder-Centric Approach: Serve clients, team members, and vendors professionally and courteously to build effective partnerships.

• Proven experience as a Paralegal in Estate Planning, Probate, and Guardianship is preferred (but training may be provided).
• Strong knowledge of relevant laws and legal procedures.
• Excellent drafting and writing skills.
• Ability to work independently and manage multiple tasks.
• Strong organizational and communication skills.
• Must have own PC with Microsoft Word and internet access.