Office Manager - Paralegal

Job Description

Job Description

Legal and Office Operations Manager (Estate Planning Focus)

We are seeking a highly organized, proactive, and versatile professional to join our team as a Legal and Office Manager . This unique hybrid position is critical to the smooth functioning of our firm, combining the essential legal support functions of an Estate Planning Paralegal with the administrative oversight and leadership of an Office Manager . The ideal candidate thrives in a fast-paced environment, possesses strong knowledge of estate planning processes, and is a natural leader and problem-solver.

Compensation : $50,000 - $65,000

Responsibilities :

Estate Planning Paralegal Duties

• Drafting and Document Preparation : Assist attorneys with drafting standard estate planning documents, including Wills, Trusts, Powers of Attorney, Advance Directives, and ancillary documents, ensuring accuracy and adherence to attorney specifications.
• Client Intake and Asset Management : Organize and summarize client financial and family information. Assist in gathering, inventorying, and tracking client assets and beneficiary information for funding purposes.
• Trust Funding & Administration : Manage the critical process of trust funding , including preparing and filing necessary deeds, transfer documents, and corporate assignments to retitle assets into trusts.
• Probate and Trust Administration Support : Assist with probate filings, prepare court documents, manage deadlines, and help with post-death administration tasks such as preparing inventories, accountings, and distribution letters.
• Document Finalization and Execution : Coordinate and schedule document signing meetings (closings), ensuring all documents are executed correctly, notarized, and organized for the client.
• Client Communication : Serve as a knowledgeable and empathetic point of contact for clients throughout the estate planning and administration process, handling inquiries and gathering necessary information.
• System Maintenance : Maintain and update the firm's document management system and estate planning software (e.g., FileVine) with current forms and client data.

Office Manager Duties

Qualifications :

About Company

Burnett Legal Group is a growing general practice law firm with locations in Omaha and Gretna. This is a unique opportunity to play a pivotal role in our firm's success. You will have a high degree of autonomy, the ability to shape office processes, and the satisfaction of contributing directly to both the legal guidance and operational efficiency of the organization. You will be a cornerstone of the client experience. We offer a competitive salary, comprehensive benefits, and a supportive, collaborative work environment.