Legal Assistant (Estate Planning)

$45,000 - $60,000/Yr

Innovative | Driven By Innovation - Cleveland, OH

Full-time - Mid Level

Cleveland, OH

About the position

Innovative Driven is currently seeking a dynamic Legal Assistant to assist the team at a growing law firm client in Cleveland, OH! The Legal Assistant will work on all aspects of estate planning, and the role will include significant daily client contact. The position will be onsite, 37.5 hours a week, Monday-Friday in Cleveland. This role is crucial in ensuring that the estate planning process runs smoothly and efficiently, providing essential support to attorneys and clients alike. The Legal Assistant will be responsible for preparing and organizing documents for client meetings, communicating with clients to gather information and provide updates, and maintaining attorneys' calendars and scheduling. Additionally, the Legal Assistant will coordinate client meetings, answer client inquiries via phone or email, and ensure compliance with state and federal laws in all estate planning procedures. Keeping organized and up-to-date client files is essential, as is tracking deadlines and important dates. The Legal Assistant will also assist attorneys in the administration of trusts and estates, gather and organize necessary documents, coordinate with financial institutions and beneficiaries regarding the probate process, and prepare billing statements while managing time entries for estate planning matters.

Responsibilities

• Prepare and organize documents for client meetings
• Communicate with clients to gather information and provide updates
• Maintain attorneys' calendars and scheduling
• Coordinate client meetings
• Answer client inquiries, either by phone or email
• Ensure compliance with state and federal laws in all estate planning procedures
• Maintain organized and up-to-date client files
• Track deadlines and important dates
• Assist attorneys in the administration of trusts and estates
• Gather and organize necessary documents
• Coordinate with financial institutions and beneficiaries regarding the probate process
• Prepare billing statements and manage time entries for estate planning matters.

Requirements

• Minimum of 2 years of experience as a legal assistant, preferably in estate planning
• Strong understanding of estate planning terminology and procedures
• Proficiency in office software (e.g., Microsoft Office, document management systems)
• High school diploma or equivalent required
• Associate's degree or paralegal certification preferred.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance