Legal Assistant – Estate Planning, Probate & Elder Law

Job Description

Job Ttitle: Legal Assistant – Estate Planning, Probate & Elder Law

Company: Build My Great Team


Description: Are you an experienced Legal Assistant searching for a rewarding role where you can grow, make a difference, and be part of a supportive team? We are a boutique law firm specializing in estate planning, probate, and elder law seeking a motivated and detail-oriented professional to join our thriving practice.About the Role
In this position, you’ll play a vital part in delivering exceptional service to our clients, ensuring their legal needs are met with care and professionalism. Your enthusiasm for helping others and commitment to excellence will contribute directly to the success of the team.What You’ll Do

• Draft and proofread estate planning documents with accuracy and attention to detail
• Organize and maintain client files, both physical and digital
• Communicate effectively with clients via phone, email, and in-person meetings
• Serve as a key point of contact for clients, explaining documents and legal strategies
• Witness and facilitate document signings
• Support the smooth closure of client files
• Perform administrative tasks, including scheduling, correspondence, and answering phones

RequirementsAbout You

• Minimum of 2 -3 years’ experience in an estate planning firm
• Passion for providing exceptional client service
• Detail-oriented, organized, and capable of managing multiple tasks with deadlines
• Proficient in Microsoft Office (Word, Excel, Outlook); knowledge of WealthCounsel is a bonus
• Strong written and verbal communication skills, with a professional demeanor
• Holds a Texas Notary Commission or willing to obtain one
• Thrives working both independently and collaboratively

BenefitsWhy You’ll Love This Opportunity

• Work-life balance: A rare four-day workweek (Monday – Thursday, 8:00 AM – 5:30 PM)
• Supportive environment: Be part of a team that values and recognizes your contributions
• Growth potential: Develop your skills and grow alongside a respected firm
• Competitive compensation: Salary of $45,000 – $60,000/year (commensurate with experience) plus bonuses

Benefits We Offer

• Health insurance stipend
• 401(k)
• Paid time off

How to Apply
If this sounds like your next career step, we’d love to hear from you! Please submit a cover letter and detailed resume explaining why this position aligns with your career goals and why you’re the ideal candidate.All inquiries will be held in strict confidence.Thank you for your interest. We look forward to connecting with candidates who share our passion for making a difference in clients’ lives!

Salary: $45000 – 60000 per year

Location: Richardson, TX

Date: Sun, 24 Nov 2024 23:07:58 GMT


Read More…