Part Time Legal Assistant

We are seeking a detail-oriented, compassionate, and organized Part-Time Legal Assistant to join our Estate Planning and Elder Law practice. This role is ideal for someone who enjoys helping families navigate important life planning decisions and providing exceptional client service in a professional, client-focused environment.

The Legal Assistant will support the attorney and staff with client communications, document preparation, scheduling, case management, and administrative tasks related to estate planning, trust administration, and elder law matters.

Schedule: Part-Time (approximately 20-30 hours per week, flexible based on firm needs)

Location: two days per week in the office and one day work from home

Key Responsibilities

• Prepare, proofread, and format estate planning documents.
• Manage client intake and maintain accurate client files.
• Communicate with clients, financial advisors, healthcare providers, and other professionals in a courteous and professional manner.
• Schedule client consultations, meetings, and signing appointments.
• Draft correspondence.
• Organize and maintain electronic and physical files.
• Track deadlines and ensure timely follow-up on client matters.
• Answer phones and provide excellent customer service to clients and prospective clients.
• Support attorney with general administrative and legal support tasks.

Qualifications

Required

• High school diploma or equivalent.
• Minimum of 1-2 years of legal assistant, administrative assistant, or related office experience.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Outlook, Excel).
• Ability to manage multiple priorities while maintaining accuracy and confidentiality.
• Professional, compassionate, and client-centered demeanor.

Preferred

• Experience in estate planning, elder law, trust administration, or related legal practice areas.
• Familiarity with Microsoft Office, including Excel.
• Associate's degree, paralegal certificate, or equivalent legal experience.