Responsibilities

• Under the Supervision of an Attorney, draft estate planning documents, including Wills, Powers of Attorney, Living Wills/Health Care Directives, Revocable Trusts, Irrevocable Trusts, Operating Agreements, etc.
• Frequently communicate with clients to gather information, clarify details, and ensure documents are properly prepared and executed.
• Conform legal documents to client’s specified wishes.
• Schedule meetings and officiate estate planning signings.
• Record deeds.
• Maintain accurate and organized client records, both physical & digital.
• Track deadlines and reprioritize assignments, as new priorities arise.
• Perform legal administrative tasks such as maintaining case files and saving emails and documents to document management system.
• Conduct legal research and stay current on estate planning that is relevant to each jurisdiction.
• Performs miscellaneous job-related duties as assigned.

Qualifications

• Paralegal certification helpful.
• Bachelor’s degree and/or 4-6 years prior estate planning and probate experience strongly preferred.
• Knowledgeable of Estate Planning documents and terminology.
• Familiarity with Probate Law, helpful.
• Proficient in Microsoft Office Suite, specifically Microsoft Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Strong organizational skills and an ability to manage multiple priorities effectively.
• Proficiency in legal research and drafting of legal documents.
• Experience with billing systems and the ability to accurately track billable work.
• Detail oriented with a strong attention to details.
• Familiarity with NetDocs and Interactive Legal, a plus.
• Performs other required duties, as assigned.

Cooper Levenson is an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals throughout the application and hiring process. We value the experience and perspective of those who have served and encourage veterans and military personnel to apply.

Full Time; Monday to Friday 9am-5pm

Pay Range:  $25.00-$30.00 per hour

Benefits:

• 401(k)
• Dental Insurance
• Employee Discount
• Flexible Spending Account
• Health Insurance
• Holidays & Floating Holidays
• Life Insurance
• Paid Time Off
• Vision Insurance
• Voluntary Insurance
• Wellness Programs
• Free On-site Parking

Work Location: In person, Atlantic City, NJ 08401 (Required)