Job Description
The Legal Assistant supports clients in estate and long-term care planning while delivering high-quality service to both clients and internal staff.
This role requires a strong understanding of firm procedures and a commitment to integrity and excellence.
The ideal candidate will be detail-oriented, capable of managing multiple priorities, and skilled in both client communication and legal document preparation.
Essential Duties and Responsibilities Collect and organize client data and financial details into a comprehensive Client Information and Asset List.
Attend client appointments with attorneys, serving as a witness and/or notary during document signings.
Prepare and proofread client correspondence and internal communications.
Answer incoming calls, route inquiries appropriately, and document messages for staff.
File legal documents with relevant agencies, including county courthouses, the Department of State,...