Estate Planning Attorney

Company: SearchPros
Location: Sacramento
Posted on: January 26, 2023

Job Description:

We are looking for an Estate Planning Assistant who is very positive and proactive by nature, is an exceptional proofreader and is dedicated to client service. In this role , you will support our estate planning attorneys and work collaboratively with our department paralegal. The successful candidate will have exceptional interpersonal and organizational skills with the ability to communicate with clients, attorneys, and staff.
ESSENTIAL DUTIES & RESPONSIBILITIES

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• Provide administrative support for estate planning department.
  
• Efficiently handle administrative tasks including completing file opening documents, maintaining attorney calendars and schedule client meetings.
  
• Maintain correspondence and estate documents (deeds, wills, trusts, etc.)
  
• Track status of current cases , particularly pending trust administration and probate deadlines.
  
• Additional duties as assigned including assisting other attorneys and secretaries, as needed.
  
  KNOWLEDGE, SKILLS & ABILITIES
  
  
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  • At least 3 years of experience supporting a busy estate planning practice is required.
    
  • Must have a strong familiarity and working knowledge of estate planning documents and terminology including trusts, wills, deeds, powers of attorney.
    
  • Must have knowledge of trust administration processes and probate procedures and forms.
    
  • Must possess the ability to articulate information with diplomacy and professionalism while keeping client/attorney information confidential.
    
  • Must have strong organizational skills to efficiently and effectively prioritize and complete various tasks on time with attention to detail and accuracy.
    
  • Must have excellent grammar and proofreading skills to prepare correspondence including emails, letters, and other documents to clients and other professionals .
    
  • Advanced knowledge of Microsoft Office Suite (Outlook, Word , Excel and PowerPoint).
    
  • Experience dealing with high net-worth clients is a plus.
    

Keywords: SearchPros, Sacramento , Estate Planning Attorney, Legal , Sacramento, California