Legal Assistant

Requirements

• Draft and edit estate planning documents as needed.
• Respond to estate planning inquiries and provide client support.
• Return phone calls and emails promptly.
• Screen and forward voicemails to the appropriate team members.
• Sort and distribute incoming mail.
• Assist with probate matters as required.
• Maintain a clean and organized office environment.
• Witness document signings as necessary.
• Greet clients, check them in, and notify the attorney of their arrival.
• Schedule appointments for walk-ins and follow-ups in open time slots.
• Prepare and maintain coffee and water for clients throughout the day.
• Provide support to paralegals and assist with clerical tasks.
• Sort and distribute incoming mail.
• Maintain cleanliness in the office and handle trash disposal.
• Witness document signings as required.