Estate Planning Legal Assistant & Signing Coordinator

McIntyre Law, P.C.; Hendersonville (NC); Sur place; USD 42 000 - 56 000; Plein temps

Résumé du poste

McIntyre Elder Law is seeking an Estate Planning Legal Assistant/Signing Coordinator to manage signing appointments, prepare and notarize documents, and coordinate in-office or travel executions with clients, attorneys, notaries, and witnesses.

The role emphasizes accuracy, confidentiality, and professional client service while supporting attorneys and paralegals in document revisions and approvals before execution.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree in legal studies, business, or related field preferred.

Responsabilités

• Coordinate signing appointments with clients, attorneys, notaries, and witnesses.
• Prepare finalized estate planning documents for signature, ensuring accuracy and completeness.
• Facilitate in-office or travel execution of documents, including notarization and witness coordination.
• Act as a notary or witness during document signings.
• Maintain accurate records of all signed documents and manage filing and storage of originals and digital copies.
• Educate clients on the signing process with professionalism and discretion.
• Collaborate with attorneys and paralegals to ensure revisions and approvals are complete before execution.
• Track and follow up on outstanding documents to ensure timely completion.
• Arrange for document delivery, scanning, and recording when required.
• Support general office tasks related to client service and legal document handling.
• Attend educational seminars to provide support scheduling attendee consultations; seminars are held on a weekday evening or a Saturday morning.

Connaissances

Attention to detail

Organizational skills

Professional communication

Confidentiality

Client-facing

Office software

Estate documents

Formation

High school diploma

Associate’s or Bachelor’s in legal studies or related field

Outils

Legal practice management systems

Description du poste

McIntyre Elder Law is seeking an Estate Planning Legal Assistant/Signing Coordinator to manage signing appointments, prepare and notarize documents, and coordinate in-office or travel executions with clients, attorneys, notaries, and witnesses.

The role emphasizes accuracy, confidentiality, and professional client service while supporting attorneys and paralegals in document revisions and approvals before execution.