Description:
We are looking for a self motivated, Associate Attorney with experience in Trust & Estates law who wants to grow with the firm and work as a team to ensure smooth running of the office and effective case management. Amazing learning opportunity for 1st - 2nd year attorney. You will provide a broad spectrum of legal services under the supervision of 1 attorney.Responsibilities:
- Provide case management support to lawyers working with trust and estate, probate, special needs and elder law matters and enhance client outcomes
- Handle communication with clients, clients' families, court clerks, realtors, business colleagues and other attorneys
- Support, prepare for and run Client Meetings, Signings, attend Probate Court Hearings and Prepare Filings
- Draft and prepare estate administration documents to file with Probate Court and Drafting Various Estate Documents for Clients to Sign
- Conduct client intake meetings, and obtain all necessary documents and information
- Locate and develop case relevant information for trust and estate and elder law cases
- Type up and file legal documents, letters, forms and correspondence
- Draft complex trust documents, accounting of assets and financial reports for Estates
- Answer and manage client phone calls, emails and calendar
- Process, copy, scan and organize all financial and client data and case files, maintain contact lists and other excel spreadsheets in database
- Monitor deadlines and juggle calendars
Skills:
- Critical Thinking Skills to Execute Tasks in a Comprehensive Manner
- Excellent Client Intake Skills
- Proven working experience in legal field or similar
- Familiarity with legal procedures and protocols, and probate court system
- Satisfactory knowledge of day-to-day operations of a legal office
- Computer literacy, AI experience, including Office 365, Excel, Word proficiency, Copiers and Scanners
- Proficiency in English including excellent writing skills a must
- Excellent Communication Skills with Clients and Business Colleagues
- Excellent writing, research and editing skills
- Ability to juggle multiple activities and be organized, including heavy caseload, and work under pressure
- Licensed to practice law in CT and/or NY- or Sat for Bar Exam
