Paralegal Case Coordinator

WizeHire, Inc; Cumming (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

A legal firm in Cumming, Georgia is seeking an EP Case Coordinator to assist the legal team in various tasks such as drafting estate planning documents, gathering information, and preparing for client meetings. The role requires working under the supervision of attorneys, ensuring compliance with legal practices. Candidates interested in supporting client needs through document management and communication with the legal team are encouraged to apply. This position is key in facilitating efficient operations within the firm.

Responsibilities

• Support legal team with information gathering and drafting documents.
• Prepare for client meetings and file documents post-signing.

Job description

Overview

EP Case Coordinators perform substantive billable legal work under the direction of one or more attorneys in the office. A Case Coordinator’s primary goal is to support our legal team with information gathering, drafting estate planning documents and client correspondence, preparing for client meetings, and filing documents after the signing appointment.

Reporting Relationship

The EP Case Coordinators perform their duties under the direction of one or more attorneys to whom they may be assigned. A Case Coordinator’s employment relationship with the Firm is managed by the Firm Administrator.

Authority

Case Coordinators are prohibited by the ABA’s rules of Professional Conduct and State Bar Association rules on practicing law. All work done by Case Coordinators must be in support of and under the direct supervision of an attorney. In dealing with clients, Case Coordinators must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their situation or recommending that a client undertake a certain course of action regarding their estate plan.