We are seeking an Estates & Trusts Legal Administrative Assistant to join our Annapolis law firm.
Responsibilities include:
- Preparing legal documents for signing.
- Preparing asset transfer documents, such as deeds, asset assignments and designated beneficiary forms.
- Analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assets.
- Drafting petitions and the supporting documents for probate, ancillary probate, and trust administration.
- Calendaring and maintaining critical deadlines for estate and trust administration cases in electronic calendar system.
- Maintain attorney calendars.
- Intake mailings and prospective client calls
- Drafting probate filings and accounting for trusts and estates
- Extensive communication with clients, financial planners and accountants.
- Provide support for our growing practice.
Experience and Qualifications:
- 2+ years of administrative or similar experience preferred.
- Professional demeanor, excellent communication, organizational and writing skills.
- Strong attention to detail.
- Must be able to multi task.
- Ability to work both independently and as part of a team.
- Law Firm experience preferred