Career Opportunities

Position Description and Specification

Job Title: Estate/Trust Admin Paralegal

Title of Immediate Supervisor: Estate/Trust Admin Accountant; Senior Paralegal

Summary

Under the supervision of Department Accountant (or Firm Senior Paralegal), prepares and files inventories and accountings; drafts correspondence; drafts real estate deeds; coordinates with other professionals as needed; monitors suspense dates; responds to general client inquiries regarding non-legal matters and serves as liaison between client and attorney; maintains assigned client files (to include filing); performs legal research as assigned.

General Position Duties and Responsibilities

1. Daily or as otherwise required:

  1. Handles estate/trust administration files from initial opening of the file to close of Firm representation;
  2. Drafts documents necessary for administration of probate estate from initial qualification of executor/administrator through filing of final accounting;
  3. Obtains tax ID numbers; prepares certificates of trust and assignments of business and other interests; drafts deeds of distribution; and drafts pleadings pertaining to court involvement in estate and/or trust matters;
  4. Reads and analyzes will and trust documents to ensure administration properly follows instructions in documents;
  5. Works closely with Commissioner of Accounts auditors in all jurisdictions and maintains good/ positive relationships with auditors and court clerks;
  6. Opens and maintains assigned administration files (to include daily filing) and keeps files organized;
  7. Monitors suspense dates and regularly meets with Department Accountant (or Firm Senior Paralegal) to review pending issues and status of administration files;
  8. Keeps track of time and enters time in billing system daily;
  9. Corresponds with clients via mail, telephone, and email and ensures prompt and courteous responses to client questions;
  10. Other duties as assigned by supervisor or lead attorney.

2. Weekly or as otherwise required:

  1. Performs computer document and e-mail clean up;
  2. Maintains administration checklists and updates administration templates as necessary;
  3. Review status of all pending cases and update attorney as necessary.

Position Specifications

1. Education: Paralegal training in will/trust drafting and estate/trust administration preferred;

2. Experience: On-the-job experience may be substituted for education;

3. Skills & Abilities: Must be familiar with Virginia probate procedures and generally with Virginia court system; good typing skills required; proficiency in Microsoft Word, Microsoft Excel, Microsoft Access and Microsoft Outlook required; strong organizational skills mandatory; ability to work independently required; ability to get along with others and communicate effectively is a must.


Position Description and Specification

Job Title: Legal Adminstrative Assistant

Title of Immediate Supervisor: Law Office Administrator

Summary

Answer telephones; greet clients; support clients; process/input data; copy; file; sort incoming mail; order supplies; open/close/supervise files; oversee file storage; maintain general firm forms and templates; draft pleadings, deeds, correspondence, and all other documents as necessary under supervision of attorney; assist attorney with domestic and family law litigation matters as assigned; monitor suspense dates; serve as liaison between client and attorney as necessary; maintain assigned client files (to include filing).

General Position Duties and Responsibilities

1. Daily or as required:

  1. Draft correspondence to or on behalf of clients as instructed by Attorney;
  2. Draft marital agreements, property settlement agreements, divorce complaints, domestic orders, child and spousal support worksheets.
  3. Maintain paper and computer client files and keep files organized;
  4. Enter time in time and billing system daily.
  5. Manage Associate Attorney's calendar;
  6. Handle domestic and family law case files;
  7. Open and maintain assigned files (to include daily filing for assigned files);
  8. Client contact as instructed by Attorney;
  9. Monitor suspense dates and regularly meet with Attorney to review pending issues and status of files;
  10. Work with individuals in the various courts as needed (must maintain good/positive relationships);
  11. Schedule and coordinate court hearings.
  12. Assist with marketing (i.e. monthly client newsletter, birthday cards, etc)
  13. Data entry as assigned.

2. Weekly or as required:

  1. Perform computer document and e-mail clean up;
  2. Check and order supplies as needed; maintain supply cabinet

Position Specifications

1. Education: Training in domestic and family law preferred, but not required.

2. Experience: One to two years' law office experience mandatory.

3. Skills & Abilities: Good writing and typing skills required; proficiency in Microsoft Word, Microsoft Access, Microsoft Excel, and Microsoft Outlook required; strong organizational skills mandatory; must be able to multi-task; ability to work independently required; ability to get along with others and communicate effectively is a must; team player.

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The Peninsula Center for Estate and Lifelong Planning
461 McLaws Circle
Suite 2
Williamsburg, VA 23185

Phone: 757-969-1900
Fax: 757-969-1903
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