Legal Assistant - Estate Planning & Administration

$43,680 - $49,920/Yr

Safe Harbor Estate Law - Burnsville, MN

Full-time - Mid Level

Burnsville, MN

Professional, Scientific, and Technical Services

About the position

We are seeking a skilled and experienced Legal Assistant to join our team in Estate Planning and Administration. The ideal candidate will support the Attorneys and Estate Planning Senior Paralegal by drafting documents, correspondence, and spreadsheets, filing pleadings and recording deeds, scheduling, organizing and maintaining files and case management system, and communicating with clients and others as needed. This position offers a career opportunity for the right candidate, emphasizing a collaborative and supportive work environment.

Responsibilities

• Draft and file probate pleadings for MN and WI.
• Assist with trust administrations and non-probate estate administrations.
• Draft asset summaries for clients.
• Assist with estate plan signing including witnessing, saving scanned documents, filing deeds, and following up with clients and financial advisors.
• Provide backup on drafting estate plan documents and preparing them for signing.
• Interact with clients and other parties to build relationships and achieve goals, including collecting needed documents to keep the process moving.
• Maintain and update case management system including daily, detailed time records that communicate the value of the work completed, accurate and timely filing, and task management.
• Maintain calendars: schedule appointments for estate planning and administration, post tasks and deadlines, and ensure the Firm and team's calendars are accurately maintained and organized in a logical and efficient manner.
• Interact with the courts and administrative agencies regarding hearings, motions, and other appearances, becoming the courts' primary point of contact with the firm for all administrative and scheduling issues pertaining to estate administration.
• Prepare and send legal correspondence as directed by attorneys; put documents typed initially by attorneys into final form, ready to be delivered to courts, clients, co-counsel, and opposing counsel.
• Ensure that the attorney has the relevant materials ready when the attorney has meetings or court appearances.

Requirements

• High school diploma or GED
• Legal administrative experience
• Experience in a law office
• Knowledge of wills, trusts, and estate law

Nice-to-haves

• Advanced training at a college or university
• Legal secretarial experience
• Experience as a file clerk, receptionist, or project assistant

Benefits

• Health savings account
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance