Legal Assistant - Estate Planning

We are seeking a detail-oriented, organized, professional Legal Assistant to join our estate planning team. The ideal candidate will support attorneys in preparing estate planning documents, managing client communications, and maintaining organized records. This role requires excellent written and verbal communication skills, strong attention to detail, and the ability to handle confidential information with discretion.

Key Responsibilities:

• Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under attorney supervision.
• Organize and maintain client files, both electronic and physical, in accordance with firm protocols.
• Schedule client meetings and coordinate attorney calendars.
• Assist with client intake, data collection, and preliminary case preparation.
• Correspond with clients, financial institutions, and other third parties professionally and efficiently.
• Track deadlines and follow up on document execution and funding tasks.
• Manage notarization and witnessing of estate planning documents as required.
• Provide general administrative support to attorneys, such as scanning, copying, filing, and managing mail.
• Ensure a high level of customer service and confidentiality at all times.

At Poznak Dyer Kanar Schefsky Thompson PLC our attorneys and staff have years of experience serving our local community. We deliver innovative and effective legal solutions for a diverse portfolio of clients. Our passionate legal team takes a personal interest in our clients’ problems and works diligently to achieve the best outcomes. As a full-service law firm, our team members are experts in a wide variety of legal fields. Learn more at www.midlandmilawyers.com.