Legal Assistant
Legacy Design Strategies
Omaha, NE US
Posted ago
Legacy Design Strategies

Legal Assistant - Trust Administration & Probate

We’re looking for a motivated and detail-oriented legal assistant to join our trust administration and probate department. You’ll work with our team of legal assistants and paralegals under the supervision of attorneys to facilitate the settlement of estates for our clients. Duties involve document preparation, working with financial institutions and advisors, filing with probate courts, and interfacing with financial advisors as well as clients.

You should be a self-starter, eager to learn, and able to manage a substantial caseload of matters with little supervision. Must be proficient in Microsoft Office and comfortable with technology. If you like the idea of working in the legal field to support families through difficult times in their lives, we want to hear from you!

The position is in the office, M-F, 8-5 pm.

Responsibilities

  • Prepare all necessary documents for attorney meetings.
  • Correspond with financial institutions, clients, financial advisors, and attorneys via mail, email, fax, and telephone.
  • Correspond with court clerks, county offices, and other legal professionals.
  • Draft legal documents pertaining to the administration process.
  • Draft and file probate documents for the court, ensuring all deadlines are met.
  • Maintain our electronic filing system by scanning and uploading documentation as needed while adhering to current protocols and procedures.
  • Perform basic legal research and apply the law to specific cases and situations.
  • Support the law firm when needed by answering phones and fielding client calls.

Qualifications

  • Bachelor’s Degree preferred.
  • 2+ years’ experience in a law firm or an office administrative role, is preferred, though we are willing to train a candidate who meets the other qualifications.
  • High attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Impeccable time management and organizational skills.
  • Collaborative and team-oriented.
  • Experience using Microsoft Office and comfortable using/learning other technology.
  • Experience handling a large volume of work and adhering to strict deadlines often imposed by the court.

Compensation
$40,000 yearly
About Legacy Design Strategies

Legacy Design Strategies is an award-winning, mid-sized Estate Planning law firm with 3 offices in the Midwest headquartered in Omaha, Nebraska. Our mission is to help families design, share and preserve their family legacy for future generations, through careful legal planning and lifetime relationships. We offer competitive compensation and benefits, including a 401(k) employer match, paid holidays, self-managed PTO, employer-reimbursed health insurance, bonuses, free parking, and private offices. Join our team today and discover what makes us the Best of the Best in Minot!

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