Job Description

We are seeking an Estates & Trusts Legal Administrative Assistant to join our Annapolis law firm.

Responsibilities include:

• Preparing legal documents for signing.
• Preparing asset transfer documents, such as deeds, asset assignments and designated beneficiary forms.
• Analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assets.
• Drafting petitions and the supporting documents for probate, ancillary probate, and trust administration.
• Calendaring and maintaining critical deadlines for estate and trust administration cases in electronic calendar system.
• Maintain attorney calendars.
• Intake mailings and prospective client calls
• Drafting probate filings and accounting for trusts and estates
• Extensive communication with clients, financial planners and accountants.
• Provide support for our growing practice.

Experience and Qualifications:

• 2+ years of administrative or similar experience preferred.
• Professional demeanor, excellent communication, organizational and writing skills.
• Strong attention to detail.
• Must be able to multi task.
• Ability to work both independently and as part of a team.
• Law Firm experience preferred

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