Legal Assistant - Estate Planning & Probate

• Under supervision, prepare basic legal forms, documents, and correspondence from templates related to new client intake, estate planning, probate, tax and business matters;
• calendar deadlines and track reminders; communicate with clients via email, phone, or in person; maintain physical and electronic case files including, copy, scan, and file documents, and update records and information in the CMS;

and complete other miscellaneous tasks as assigned by senior members of the legal team.

Compensation : $30 -$35 DOE

$30 -$35 DOE

Responsibilities :

• Prepare basic legal forms, documents and correspondence related to new client intake, estate planning, probate, tax and business matters in support of associate attorneys, paralegals and other paraprofessionals for approval;
• track and adhere to established, expedient timeframes to meet office, tax and / or court deadlines; edit documents based on associate attorney, paralegals and / or other paraprofessionals request;

file and / or send original documents (deeds) and / or pleadings to the court and / or various counties for recording; distribute materials pursuant to local, state and federal procedure.

• Under direction, review information in files to determine if all pertinent information and / or documentation is present including client questionnaires, tax records, copies of real property deeds, invoices, etc.
• contacts court personnel, county recording offices, state department of revenue, and associate attorneys, to verify and gather information;

requests additional documentation and information, for the completion of assigned case files; verifies personal information throughout documents.

Responsible for maintaining estate planning case files; opens, sets up, updates, and closes case files as appropriate; receives or obtains reports, documents, and other information from varying sources;

reviews and verifies file stage and status, enters and processes information into various databases; reviews documents for appropriate disposition, including retaining certain original documents and disposing of documents according to retention schedules and office policies.

Under direction, set estate planning matters for signing; enter and / or update information on each case, maintain records for each stage of case files from intake through signing, and / or filing;

ensure original documents are returned to client as appropriate.

Provide support to associate attorneys, paralegals, and paraprofessionals confirming all required documentation has been received from client and / or other sources;

directly request or coordinate with attorneys, paralegals, and paraprofessionals on outstanding items.

Prepares final estate planning portfolio to include all pertinent documents; ensures compliance with expected and legal timeframes;

reserves conference rooms; notifies and or coordinates with clients on signing appointments; may assist attorneys by attending client meetings, taking notes, organizing documents, etc.

• Receives and responds with assistance from supervisor and / or associate attorney to client questions, and outside agencies, regarding procedures, and case / matter status.
• Ensure case / matters are paid in full; close physical and electronic files to include returning all client original documents timely.

Qualifications :

KNOWLEDGE SKILLS & ABILITIES :

Basic knowledge of : General legal office principles, practices and procedures; statutory deadlines for legal filings, legal terminology and legal databases;

relevant legal references and their contents.

• Skill to : Independently, accurately, and effectively perform assigned tasks and duties following generally established procedures and department policies;
• understand and apply legal terminology and local, state and federal court rules and administrative procedures applicable to estate planning, tax and business law, and Washington Administrative Rules;
• establish and maintain effective working relationships with the public, staff, courts, clients and personnel of other businesses in a courteous, professional manner;
• comprehend and apply oral and written instructions, principles, policies and procedures in a legal office setting; effectively accomplish a variety of duties with competing priorities;
• skillfully operate office equipment and computer software; maintain sensitive and confidential information; accurately type and proofread information regarding litigations or other legal proceedings;

communicate effectively, both orally and in writing.

Working knowledge of : Business English and composition, spelling, punctuation and grammar; arithmetic; clerical and record keeping procedures;

office equipment, including computers and software programs and their functions and capabilities.

About Company

About Us : Integrated Law, PLLC is a consultative and enterprising law firm dedicated to providing top-tier legal services in the areas of tax law and compliance, estate planning and probate, and small business planning.

You would be joining a growing firm that emphasizes excellent service and a warm and welcoming environment for clients and ourselves.

We have a reputation for caring for clients and providing top-notch professional services. The firm owner consistently ranks at the top of the annual Best of Bainbridge poll as one of the top three CPAs or attorneys in the community by a vote of its residents.

Clients think of us first when they need counsel and appreciate our genuine care for their interests and our expertise in a variety of areas.

We have a professional and welcoming approach, with high standards for our work.