Legal Assistant, Estate Planning

Are you seeking a fulfilling career opportunity in Dallas, TX? A highly regarded law firm is presently in search of a dynamic Legal Assistant, Estate Planning to enrich their team. Take the next step towards this permanent position and contribute to the growth of an esteemed firm.

Law Firm Overview:

• Recognized as a top multi-service firm in Texas

Responsibilities of the Legal Assistant, Estate Planning:

• Prepare and revise legal documents such as wills, trusts, and tax forms (706s, 709s, asset lists).
• Draft, edit, and proofread correspondence and legal memoranda.
• Transcribe dictation from various sources, including voicemails.
• Oversee incoming and outgoing mail.
• Handle incoming phone calls, direct inquiries, and provide responses.
• Schedule and coordinate client meetings and conference calls.
• Manage attorneys' calendars, track deadlines, and coordinate schedules.
• Organize and maintain client files, ensuring proper filing procedures.
• Review and process monthly billing memos.
• Arrange travel and business itineraries as required.
• Accurately record attorney time entries.
• Communicate effectively with clients and internal staff members at all levels.
• E-file documents in federal and state courts as necessary.

Qualifications of the Legal Assistant, Estate Planning:

• Minimum of five years' experience as a legal assistant, with a focus on estate planning and probate.
• Proficient in drafting wills, trusts, and related estate planning documents.
• Demonstrated ability to manage multiple calendars and deadlines effectively.
• Strong command of Microsoft Office applications (Word, Outlook, Excel, PowerPoint).
• Knowledge of electronic court filing systems (Federal and State).
• Typing speed of at least 80 words per minute.
• Excellent verbal and written communication skills.
• Exceptional grammar, spelling, punctuation, and proofreading skills.
• Strong organizational abilities and keen attention to detail.
• Capability to work independently and collaboratively within a team environment.
• Dependable, professional, and able to maintain confidentiality.
• Flexibility to work overtime on short notice if required.

Law Firm Benefits:

• Various healthcare and dental plans
• Life insurance coverage
• Vision benefits
• 401k options
• Paid parking facilities

Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without the need for sponsorship, as the client does not provide visa sponsorship.

Estate planning, e filing, travel

Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.

Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.