Case Manager/Legal Assistant/Paralegal

Job Summary

Elder Law/Estate Planning and Trust & Estate Law Firm seeking Case Manager/Legal Assistant/Paralegals. Experience with Elder Law, Estate Planning and or Trusts & Estates preferred.

The right candidate will: Enhances attorney effectiveness by developing case information, client contact, drafting and finalization of documents; maintain client files.

Responsibilities and Duties

Duties:

* Keeps cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney.

* Helps develop cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports.

* Answering incoming calls and routing appropriately

* Keeps clients informed by maintaining contact; communicating case progress.

* Maintains case costs by verifying outstanding balances with attorney, clients, and providers.

* Updates job knowledge by participating in educational opportunities; reading professional publications.

* Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Qualifications and Skills

Skills/Qualifications: Experience with LexisNexis, Leap Legal Software a plus, Strong Microsoft Suite Experience preferred, Research Skills, Legal