Legal Assistant

Company: Lancier Legal, PC
Location: San Diego
Posted on: October 9, 2024

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, Fullerton , Legal Assistant, Legal , San Diego, California