Estate Planning Drafting Assistant — Growth & 40 PTO

McCarthy and Akers, PLC; Winchester (VA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

40 days PTO (includes Recreation Days)

Retirement plan

Growth opportunities

Job summary

McCarthy & Akers, PLC in Winchester, VA is seeking a Drafting Legal Assistant to translate client goals and attorney guidance into precise estate planning documents. You will collect required information, draft and format packages, and carry revisions through to completion with prompt updates to attorneys.

This role suits a detail-oriented, self-motivated individual who learns quickly and communicates professionally by phone and email. Training in our drafting software is provided.

Qualifications

• High school diploma or higher; degree a plus.
• Experience in admin, customer service, or detail-oriented work.
• Previous law firm, legal assistant, or paralegal exposure is advantageous.

Responsibilities

• Draft estate planning documents and packages (training provided).
• Format drafts for client review and revise per notes.
• Gather client information and maintain timely communication with attorneys and staff.
• Assist with signing ceremonies and final packaging for delivery.

Skills

Self-motivation

Quick learner

Attention to detail

Professional demeanor

Clear communication

Education

High school diploma / associate or bachelor’s degree a plus

Tools

Microsoft Office

WealthCounsel

Clio

Job description

McCarthy & Akers, PLC in Winchester, VA is seeking a Drafting Legal Assistant to translate client goals and attorney guidance into precise estate planning documents. You will collect required information, draft and format packages, and carry revisions through to completion with prompt updates to attorneys.

This role suits a detail-oriented, self-motivated individual who learns quickly and communicates professionally by phone and email. Training in our drafting software is provided.