Legal Assistant - Estate Planning & Administration

at  Safe Harbor Estate Law

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.
The successful candidate should possess the necessary skills and experience, but more importantly, they should be humble (no task beneath you), hungry (for your own success and the team’s), and smart (knowing how to interact with a wide range of people). We take pride in our culture and seek individuals who appreciate working in a collaborative, friendly, and supportive environment.
While we have developed solid systems and procedures and will provide training, this is not a position for beginners. We are growing fast and need someone who can hit the ground running. The ability to relate to clients, county and court personnel, and team members - including supervision, is critical. We are always learning and improving our systems, so having a growth mindset is important.
This position offers more than just a job; it’s a career opportunity for the right candidate. Salary is commensurate with skill and experience and is negotiable. In addition to being committed to your personal and professional growth, we offer a generous benefits package including monthly in-office massages, health insurance, vision, and dental plans, life insurance, short and long-term disability plans, an HSA, FSA, and a Dependent Care FSA, 401k plan with 3% company contribution, plus a generous paid time off policy, and paid holidays.
If you are excited about joining a team that is dedicated to a cause greater than itself and committed to optimizing performance without compromising service, then you may have found your new home.Compensation:

$21 - $24 hourlyResponsibilities:

• 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, follow up with clients and financial advisors, including answering questions about funding and other matters.
• 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.
• Interacts 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.
• Prepares and sends legal correspondence as directed by attorneys; puts documents typed initially by attorneys into final form, ready to be delivered to courts, clients, co-counsel, and opposing counsel.
• Ensures that the attorney has the relevant materials ready when the attorney has meetings or court appearances.

Qualifications:

• A Legal Assistant should have a high school diploma, but advanced training at a college or university is preferred.
• A Legal Assistant should have prior experience in a law firm. Legal Secretarial experience is preferred, but in some cases, experience as a file clerk, receptionist, or project assistant will suffice.

About Company
Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. In 2022, (for the fourth consecutive year) we were a Law Firm 500 award winner as one of the top 25 fastest-growing law firms in the US. We find it very rewarding to work together collaboratively to help more clients every year.
To learn more about our company, please visit our “You Should Work Here” page: https://safeharborestatelaw.com/you-should-work-her

• 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, follow up with clients and financial advisors, including answering questions about funding and other matters.
• 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.
• Interacts 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.
• Prepares and sends legal correspondence as directed by attorneys; puts documents typed initially by attorneys into final form, ready to be delivered to courts, clients, co-counsel, and opposing counsel.
• Ensures that the attorney has the relevant materials ready when the attorney has meetings or court appearances