Legal Assistant - Trust Administration and Probate

ANDREW C SIGERSON PC LLO; Omaha (NE); On-site; USD 27,000 - 33,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Job summary

Legacy Design Strategies is an award-winning, mid-sized Estate Planning law firm with 3 offices in the Midwest headquartered in Omaha, Nebraska. Our mission is to help families design, share and preserve their family legacy for future generations, through careful legal planning and lifetime relationships.

We offer competitive compensation and benefits, including a 401(k) employer match, paid holidays, PTO, employer-reimbursed health insurance, and bonuses.

Qualifications

• Bachelor’s Degree or Paralegal Certificate preferred.
• 2+ years experience in a law firm or an office administrative role is preferred, though we will train a candidate who meets the other qualifications.
• Strong attention to detail, excellent organizational skills, with the ability to manage time and work independently.
• Ability to interact professionally with clients, attorneys, and financial professionals.
• Must be empathetic, patient, and compassionate when working with clients who are navigating the loss of a loved one.
• Collaborative and team-oriented.
• Proficient in Microsoft Word and Excel, comfortable learning and using other technology.

Responsibilities

• Prepare necessary legal documents, including notices, inventories, and distribution of assets.
• File probate documents with the courts.
• Correspond with financial institutions, clients, beneficiaries, financial advisors, court clerks and attorneys via mail, email, fax and phone.
• Manage all aspects of trust administration from initial client meetings to final distribution of assets.
• Maintain organized client files by scanning and uploading documentation to our CRM as needed while adhering to current systems and procedures.
• Manage caseload to ensure compliance with deadlines and applicable laws and regulations.
• Preform basic legal research and apply the law to specific cases and situations.
• Other administrative tasks, as necessary.

Skills

Attention to detail

Organizational skills

Professional communication

Empathy and compassion

Teamwork

Client interactions

Education

Bachelor’s Degree or Paralegal Certificate

Tools

Microsoft Word

Excel

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance

Legal Assistant - Trust Administration and Probate

Legacy Design Strategies

Headquarters: Omaha, NE, US

Our firm is committed to providing compassionate and professional legal services to clients navigating the complexities of estate settlement. We’re looking for a motivated and detail-oriented legal assistant to work in our trust administration and probate department.

You’ll be working closely with a team of paralegals and attorneys assisting in the estate settlement process. You will manage all aspects of trust administration and probate from initial client meetings to final distribution of assets. Duties involve document preparation, asset valuation, supporting clients and beneficiaries as well as working with financial institutions and various county courts.

If you’re looking for a meaningful career in the legal field, where you can help families through one of life’s most challenging transitions, we encourage you to apply! Please submit your resume and a brief cover letter.

The position is in the office, Monday - Friday, 8 am - 5 pm.

Responsibilities

• Prepare necessary legal documents, including notices, inventories, and distribution of assets.
• File probate documents with the courts.
• Correspond with financial institutions, clients, beneficiaries, financial advisors, court clerks and attorneys via mail, email, fax and phone.
• Manage all aspects of trust administration from initial client meetings to final distribution of assets.
• Maintain organized client files by scanning and uploading documentation to our CRM as needed while adhering to current systems and procedures.
• Manage caseload to ensure compliance with deadlines and applicable laws and regulations.
• Preform basic legal research and apply the law to specific cases and situations.
• Other administrative tasks, as necessary.

Qualifications

• Bachelor’s Degree or Paralegal Certificate preferred.
• 2+ years experience in a law firm or an office administrative role, is preferred, though we will train a candidate who meets the other qualifications.
• Strong attention to detail, excellent organizational skills, with the ability to manage time and work independently.
• Ability to interact professionally with clients, attorneys, and financial professionals.
• Must be empathetic, patient, and compassionate when working with clients who are navigating the loss of a loved one.
• Collaborative and team-oriented.
• Proficient in Microsoft Word and Excel, comfortable learning and using other technology.

Compensation

$19.25 - $24 hourly

About Legacy Design Strategies

Legacy Design Strategies is an award-winning, mid-sized Estate Planning law firm with 3 offices in the Midwest headquartered in Omaha, Nebraska. Our mission is to help families design, share and preserve their family legacy for future generations, through careful legal planning and lifetime relationships. We offer competitive compensation and benefits, including a 401(k) employer match, paid holidays, PTO, employer-reimbursed health insurance, and bonuses. Join our team today and discover what makes us the Best of Omaha!