Trusts and Estates Legal Assistant
Trusts and Estates Legal Assistant
Our client has an immediate opening for a Trusts and Estates Legal Assistant to support their San Diego office. Applicants should have a minimum of 5 years experience working in trusts and estates.
Responsibilities :
- Assist attorneys with the filing of probate and estate administration documents.
- Communicate with clients, beneficiaries, and external parties to gather information and provide updates on case progress.
- Manage and maintain accurate and organized client files, ensuring all documents are properly indexed and stored.
- Formatting, proofreading and finalizing pleadings, discovery and correspondence.
- Processing and scanning incoming mail, ensuring all documents are saved electronically and sent to Docket when appropriate.
Qualifications :
- Proven experience working as a Legal Assistant with knowledge of the Probate / Trusts and Estates practice and procedures.
- Strong organizational skills with meticulous attention to detail.
- Excellent written and verbal communication skills, with the ability to effectively communicate with clients and external parties.
- Proficient in MS Word, Outlook and Adobe; experience with FileSite / iManage is a plus, but not required.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Professional demeanor with the utmost respect for client confidentiality and ethical standards.
- Applicant must be punctual and dependable.
- Strong interpersonal skills and the ability to work collaboratively within a team.
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