Overview

Estate Planning Legal Assistant Jobs in Cypress, Texas, USA at Davis Schilken PC

Job Description

Law firm in the DTC area is seeking a Legal Assistant with 2+ years of office experience. Under general supervision, the individual will perform technical and legal tasks of a general nature, with significant client contact. The ideal candidate is detail-oriented, organized, and self-motivated.

Primary Responsibilities include, but are not limited to:

Providing administrative support to lawyers to improve office efficiency

Handling communication with clients

Preparing initial drafts of Wills, Revocable Trusts, and other estate planning documents

Assisting attorneys with estate planning document signing meetings

Preparing and recording real property documents

Assisting with re-titling assets to corporate entities

Answering and directing phone calls

Monitoring deadlines and managing calendars

Qualifications:

Great team player with excellent communication skills

Strong organizational skills and ability to multitask

Ability to meet deadlines

Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Experience with Wealth Docx is a plus

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Title: Estate Planning Legal Assistant

Company: Davis Schilken PC

Location: Cypress, Texas, USA

Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)

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