Legal Assistant
Company: Lancier Legal, PC
Location: San Diego
Posted on: October 25, 2024
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Job Description:
Are you a dedicated and detail-oriented legal assistant with a
passion for estate planning? Join our dynamic and forward-thinking
estate planning law firm, where we prioritize client care and
innovative legal solutions. As a legal assistant at our firm, you
will play a critical role in ensuring our clients' peace of mind as
they plan for their future.
You will work closely with our experienced attorneys in a
collaborative team environment. We pride ourselves on providing
exceptional service and fostering professional growth for our team
members. At our firm, you will benefit from continuous learning
opportunities, a supportive and inclusive workplace culture, and
the chance to make a meaningful impact on our clients' lives.
If you are looking for a rewarding role that offers professional
development, client interaction, and a positive work-life balance,
we invite you to apply and become a valued member of our team.
Responsibilities:
Document Preparation and Drafting:
--- Draft wills, trusts, powers of attorney, advance healthcare
directives, and other estate planning documents.
--- Prepare trust transfer deeds and other property transfer
documents.
Client Interaction:
--- Conduct client interviews to gather necessary information for
estate planning documents.
--- Maintain regular communication with clients to provide updates
and answer questions.
--- Schedule and coordinate client meetings, including
consultations and document signings.
Case Management:
--- Organize and maintain client files and documents, ensuring all
records are accurate and up-to-date.
--- Track case progress and ensure deadlines are met.
--- Manage the intake process for new clients, including data entry
and initial document preparation.
Administrative Support:
--- Assist attorneys with administrative tasks such as calendaring,
filing, and correspondence.
--- Manage billing and invoicing for estate planning services.
Compliance and Review:
--- Review and ensure the accuracy of documents before finalization
and client execution.
--- Assist in maintaining compliance with firm policies and
procedures.
Technology Utilization:
--- Utilize the firm's case management software and client
communication app to manage and track cases.
--- Assist clients with using the firm's technology for virtual
meetings and document tracking.
Qualifications:
--- Must have great time-management skills and organizational
skills.
--- Must have strong interpersonal skills and talent for writing
and grammar.
--- Minimum 1 year of prior experience in a law firm
environment.
--- Notary license.
--- Strong preference for candidates who have completed a paralegal
professional certification or have an advanced paralegal
education.
--- Must live in San Diego County.
About Company:
Lancier Legal, PC, is a San Diego-based estate planning law firm
dedicated to safeguarding our clients' futures. Our mission is to
provide comprehensive estate planning services that protect
families, manage assets, minimize taxes, and avoid probate. We
envision a future where every family has peace of mind knowing
their legacy is secure.
What sets us apart is our commitment to exceptional client care and
a holistic approach to estate planning. We believe in building
lasting relationships with our clients, ensuring their estate plans
evolve with their lives.
At Lancier Legal, PC, we offer a supportive environment, continuous
learning opportunities for our team, and the chance to make a
meaningful impact on our clients' lives. Choose us for our
experience, personalized service, and dedication to excellence in
estate planning.
Keywords: Lancier Legal, PC, Buena Park , Legal Assistant, Legal , San Diego, California
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