Trust Administration & Probate Legal Assistant — Growth

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

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.