Legal Assistant Trust Administration and Probate

ANDREW C SIGERSON PC LLO; Omaha (NE); On-site; USD 26,000 - 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 in Omaha, Nebraska seeks a Legal Assistant to support trust administration and probate within a busy estate-planning practice. You will manage document preparation, asset inventories, filings, and client communications from initial meetings through final asset distribution.

The role requires solid detail orientation, strong organization, and professional interaction with clients, attorneys, and financial professionals.

Qualifications

• Bachelor’s Degree or Paralegal Certificate preferred.
• 2+ years experience in a law firm or an office administrative role; training available if needed.
• Strong attention to detail and excellent organizational skills.
• Ability to interact professionally with clients, attorneys, and financial professionals.
• Empathetic, patient and compassionate when helping clients through loss.
• Collaborative and team-oriented.
• Proficient in Microsoft Word and Excel; comfortable with 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.
• Perform basic legal research and apply the law to specific cases and situations.
• Other administrative tasks, as necessary.

Skills

Attention to detail

Organizational skills

Time management

Interpersonal skills

Empathy and compassion

Team-oriented

Microsoft Word proficiency

Microsoft Excel proficiency

Education

Bachelor’s Degree or Paralegal Certificate

Tools

Microsoft Word

Microsoft Excel

Job description

Legal Assistant - Trust Administration and Probate

Legacy Design Strategies Headquarters: Omaha, NE, US

Benefits:

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

Description

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.

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!