Maintain Estate Administration Status Report (Aging Report);

• Update checklist as items come in and follow up on checklist needs 30 days follow-up
• Answer new decedent phone calls
• Answer all Estate Administration phone calls and route to the appropriate person to answer
• Set up new decedent appointment and complete new decedent docket, send a condolence card, meeting letter, free meeting letter, as applicable
• Complete Estate Administration docket (Opening Package); do asset checklist chart, cover letter, authorizations, and assignments, order files from off-site storage, calendar on all reports due dates, order last deeds, order Tax ID number as necessary, open new file (as needed)
• Complete Estate Administration closing documents – asset checklist, general assignment, deeds, affidavit, Trust certifications, generic letters, specific letters, letters of instruction, letter to IRS,

Settlement Agreement, etc.);

• Prepare closing document binders before the appointment
• Do minor changes on files after attorneys review them
• Maintain weekly report of first Estate Administration calls
• Interface between client and attorney
• Maintain supplies for Estate Administration department
• Notarize documents
• Back-up scheduling phone conference/follow-up meeting with attorneys
• All other projects as assigned

• Associate’s degree, or some college is preferred; high school diploma or equivalent is necessary
• Candidates should have strong organizational skills and communication skills
• Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary
• Some knowledge of legal software, case management, and docketing programs
• Ability to comfortably use all Microsoft Office products
• Applicants must be able to type 50 words per minute or faster

• Written Communication Skills, Interpersonal Skills, Professionalism, Planning, Strong Proofreading and
• Grammatical Skills, Time Management, Computer Literacy

The Siegel Law Group, a fast-growing law firm in South Florida, knows firsthand what can happen if you are unprepared for life’s challenges. Our goal is to help those we serve with careful planning of their assets. We are also committed to helping individuals through holistic planning options and helping them qualify for much-needed benefits to impact lives positively.

Some of the benefits of joining our team include:

• Being part of a family atmosphere
• Paid Holidays
• Health Insurance and 401(k) are available
• Disability Insurance available
• Life Insurance available and paid for
• Work Life balance culture, amazing work schedule