Legal Assistant (Probate & Estate)

NRI, Inc.; Rockville (MD); In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

NRI, Inc. in Rockville, MD is seeking a detail-oriented probate support professional to manage filings, correspondence, and case organization. You will handle petitions, inventories, and related documents, coordinate with clients, and keep case files current in a small-firm setting.

The role emphasizes independence, reliability, and initiative, with daily use of Clio and Microsoft 365 to prepare materials, track deadlines, and maintain records through closing.

Competenze

• Prior law firm experience in probate or estate matters.
• Strong client communication and case organization.
• Ability to work independently and take ownership.

Mansioni

• Prepare and file probate petitions, inventories, accountings, and related documents with Maryland courts.
• Track deadlines and manage case activity for multiple estates from opening through closing.
• Draft client correspondence, estate-related letters, and other routine legal documents.
• Prepare and coordinate physical mailings and maintain mailing records.
• Communicate professionally with clients and with Maryland Registers of Wills offices by phone.
• Assist with identifying and inventorying estate assets and coordinating withdrawals.
• Maintain accurate, complete, well-organized electronic and physical case files.
• Use Clio and Microsoft 365 to manage documents, convert files to PDF, and maintain case records.
• Provide general administrative and legal support as needed in a small-firm environment.

Conoscenze

Independent worker

Organizational skills

Attention to detail

Professional communication

Strumenti

Clio

Microsoft 365

Descrizione del lavoro

As a small boutique firm, we are looking for someone who is comfortable wearing multiple hats, working independently, and stepping in wherever needed to keep daily operations running smoothly. Reliability, initiative, professionalism, and strong follow-through are essential. This position is ideal for someone with prior law firm experience and a foundational understanding of probate procedures who enjoys taking ownership of tasks, communicating with clients, and keeping cases organized from beginning to end.

Responsibilities

• Prepare, organize, and process probate petitions, inventories, accountings, and supporting documents for filing with Maryland courts. All court filings are paper-based.
• Track deadlines and manage case activity for multiple estates from opening through closing.
• Draft client correspondence, estate-related letters, and other routine legal documents.
• Prepare and coordinate physical mailings and maintain accurate mailing records.
• Communicate professionally with clients and contact the Maryland Registers of Wills offices by phone regarding case status, documentation, and filing requirements.
• Assist with identifying and inventorying estate assets and coordinating estate-related withdrawals as directed.
• Maintain accurate, complete, and well-organized electronic and physical case files.
• Use Clio and Microsoft 365 to manage documents, convert files to PDF, and maintain case records.
• Provide general administrative and legal support as needed in a small-firm environment.