Job Description Job Summary:
An Estate Planning Legal Assistant/Signing Coordinator 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 travelexecution 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 of 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 preferred.
Skills:
Strong attention to detail and organizational skills.
Professional communication and client-facing demeanor.
Ability to manage sensitive client information with confidentiality and discretion.
Proficiency in office software and legal practice management systems.
Familiarity with common 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 through Friday 8:00am to 5:00pmin office. Additionally, attendance at one weekday evening or Saturday morning seminar per month.
Company Description:
At McIntyre Elder Law, we’re dedicated to assisting North Carolina and South Carolina families, seniors, and their loved ones as they plan for the future.
