About the Role
Position Summary: We are seeking a detail-oriented, highly organized, and proactive Estate
Planning Legal Secretary/Paralegal to join our team. This individual will support attorneys with
a variety of tasks related to estate planning and probate administration, including document
preparation, client communications, and administrative duties. The ideal candidate will have
strong knowledge of estate planning, trust administration, and probate processes, with a keen
understanding of confidentiality and accuracy.
Draft, review and prepare estate planning documents; simple and complex probate pleadings; correspondence to and from clients; correspondence to and from related parties; and prepare documents for e-filing with the Courts.
Bill time in Juris.
Maintain current docket of due dates in probate hearings.
Client contact and interaction via telephone, written correspondence and in person with limited supervision from attorney or in attorney’s absence.
Communication with the Courts via telephone and written correspondence.
Perform proper execution of wills and collateral documents in the attorney’s presence.
Attend meetings with clients as requested by the attorney.
Maintain client files.
Maintain the Vault List and fire files with original documents.
Conduct extensive follow-up on various matters to ensure case or project maintenance and progress.
Research legal matters as they arise.
Maintain the group’s list with a focus on prioritization and critical dates.
Be familiar with court procedures and experience.
Requirements
Education and Experience
ABA-approved paralegal studies; minimum of two years related experience and/or training; or equivalent combination of education and experience. Prior law firm experience is strongly preferred.
Skills Required
Strong attention to detail, with the ability to manage multiple tasks effectively.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and WordPerfect.
Knowledge of legal terminology and procedures related to estate planning and probate.
Ability to handle sensitive and confidential information with professionalism.
High degree of professionalism and integrity.
Empathetic, client-centered approach with strong interpersonal skills.
About the client
JSC is working with a client specializing in exceptional catering services, renowned for their creativity, quality, and customer-focused excellence.