Looking for a career that goes beyond the ordinary?
You’re in the right place. At McIntyre Elder Law we help families across North Carolina achieve peace of mind.
Legal Assistant Job Summary:
A Legal Assistant for our Estate Planning department plays a key role in ensuring the smooth execution of estate planning documents such as wills, trusts, powers of attorney, and healthcare directives. This position is responsible for preparing, scheduling, organizing, and notarizing signing documents, while maintaining a high level of client service and legal compliance.
Key Responsibilities:
Coordinate signing appointments with clients, attorneys, notaries, and witnesses.
Prepare finalized estate planning documents for signature, ensuring accuracy and completeness.
Facilitate the in-office or travel execution of documents, including notarization and witness coordination.
Act as a notary or witness during document signings.
Maintain accurate records of all signed documents and manage the secure filing and storage or originals and digital copies.
Educate clients on the signing process and respond to questions or concerns with professionalism and discretion.
Collaborate with attorneys and paralegals to ensure all necessary revisions and approvals are complete before execution.
Track and follow-up on outstanding documents to ensure timely completion.
Arrange for document delivery, scanning, and/or recording when required.
Support general office tasks related to client service and legal document handling.
Attend educational seminars to provide support scheduling attendee consultations. Seminars are held on a weekday evening or a Saturday morning.
Qualifications
Education:
High school diploma required; Associate’s or Bachelor’s degree in legal studies, business, or related field preferred.
Experience 1-3 years in a legal or estate planning office environment.
Skills:
Strong attention to detail and organizational skills.
Professional communication and client-facing demeanor.
Proficiency in office software and legal practice management systems.
Familiarity with constant estate planning documents and procedures.
Requirements:
Current Notary Public commission preferred; candidates without a commission may obtain one after employment.
Experience with legal document preparation and execution in estate law.
Knowledge of estate planning and notarization laws in North Carolina.
Hours:
Monday thorough Friday 8:00am-5:00pm in office. Additionally, attendance at one weekday evening or Saturday morning seminar per month.
