Estate Planning Operations Specialist

Lanier Legacy Group - Plan. Protect. Leave A Legacy.; Gainesville (GA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Health insurance after probation

Half-day Fridays

Generous vacation policy

Job summary

Lanier Legacy Group in Gainesville, GA seeks a Legal Operations Assistant to support attorneys and clients by preparing estate planning documents, verification forms, data entry, and organizing notebooks. The role collaborates with the Senior Drafting Paralegal and Remote Law Clerk, ensuring timely and accurate material preparation.

The position is full-time and hourly, reporting to the Office Manager, with duties spanning legal production and general office support.

Qualifications

• Desire to work in a law firm focused on business development and growth.
• Strong discretion and judgment, and the ability to handle confidential information.
• Ability to work in Gainesville, Georgia 5 days per week.
• Prior experience in a professional office setting preferred.
• High school diploma or equivalent; associate or bachelor’s degree preferred.

Responsibilities

• Estate Planning Notebook Preparation and Document Execution: review, print, assemble, verify, and label client notebooks; ensure accuracy and security.
• Administrative Support and Office Maintenance: keep conference rooms, lobby, and materials organized; manage inventory and supplies.
• Execute tasks with our Core Values: care genuinely, serve with integrity, succeed together, nurture relationships.

Skills

Detail oriented

Administrative support

Organization

Communication

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Microsoft Office

Job description

Lanier Legacy Group in Gainesville, GA seeks a Legal Operations Assistant to support attorneys and clients by preparing estate planning documents, verification forms, data entry, and organizing notebooks. The role collaborates with the Senior Drafting Paralegal and Remote Law Clerk, ensuring timely and accurate material preparation.

The position is full-time and hourly, reporting to the Office Manager, with duties spanning legal production and general office support.