Estate Planning Doc Specialist & Notary Support

Strauss Attorneys PLLC; Hendersonville (NC); Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental & Vision Insurance

Life, AD&D, Short-Term Disability, & L

Long-Term Disability

401(k) Plan

Paid Time Off

Paid Holidays

Education & Training

Descripción de la vacante

Strauss Attorneys, PLLC in North Carolina seeks a meticulous Legal Assistant to prepare estate planning documents, witness and notary signing support, and ensure files are accurate and organized.

You will manage final production checks, coordinate signing logistics, and support post-signing processing while escalating issues to attorneys. Prior experience in law firms and familiarity with Clio/NetDocuments is preferred.

Formación

• Exceptional attention to detail and a consistent habit of checking completed work.
• Strong organization and ability to manage multiple signing deadlines without post-signing backlog.
• Professional written and verbal communication with clients, attorneys, and staff.
• Comfort learning and working in document management, practice management, e-signature tools, and MS Office.
• Ability to handle confidential client information with discretion.
• Current North Carolina notary commission, or ability to obtain promptly after hire.
• High school diploma or equivalent is required.

Responsabilidades

• Prepare final estate planning document sets for execution, including printing, collating, hole-punching, tabbing, labeling, and assembling client binders.
• Confirm documents and materials are present and consistent between physical files and electronic matter records.
• Perform final production checks for client-name consistency, formatting, blocks, and signing set completeness.
• Identify discrepancies and escalate to the drafter or attorney; avoid substantive legal decisions.
• Prepare signing materials using checklists and templates.

Conocimientos

Attention to detail

Organization

Client communication

Notary awareness

Confidentiality

Educación

High school diploma or equivalent

Paralegal coursework

Herramientas

Clio

NetDocuments

WealthCounsel

Microsoft 365

Descripción del empleo

Strauss Attorneys, PLLC in North Carolina seeks a meticulous Legal Assistant to prepare estate planning documents, witness and notary signing support, and ensure files are accurate and organized.

You will manage final production checks, coordinate signing logistics, and support post-signing processing while escalating issues to attorneys. Prior experience in law firms and familiarity with Clio/NetDocuments is preferred.