Estate Manager-Jobs in United States
Estates & Legal Assistant: Wills, LPAs & Probate Specialist
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Estates & Legal Assistant: Wills, LPAs & Probate Specialist
Zusammenfassung
A long-established firm of accountants in Chesterfield is seeking a detail-oriented Estates & Legal Assistant to support their Private Client team. The role involves assisting in estate planning, drafting legal documents, and collaborating closely with clients and internal teams. Ideal candidates should have strong communication skills and a background in law or paralegal work. The firm offers a supportive culture with training opportunities and a focus on work-life balance.
Leistungen
Qualifikationen
- Experience in Will drafting or private client legal work is desirable.
- Client-facing or administrative experience is preferred.
- Exposure to legal, financial, or estate-related work is beneficial.
Aufgaben
- Assist in drafting Wills and Lasting Powers of Attorney under supervision.
- Support the preparation and submission of probate applications.
- Gather and verify asset and liability information for estate administration.
- Maintain accurate client records and case files.
- Communicate professionally with clients and third parties.
- Liaise with internal teams for smooth estate-related processes.
- Contribute to process improvements and client service initiatives.
Kenntnisse
Ausbildung
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