What are the responsibilities and job description for the Law Clerk - Estates Planning & Administration position at Eagle Title LLC?
Overview:
Fast-paced, growing law firm seeks a Law Clerk to provide legal support to firm partners who have responsibility over the Estates Practice Group. The position involves displaying initiative, good judgment, professionalism, following-through on different assignments with the ability to work independently and meet deadlines while using a keen sense of detail. This is a unique opportunity to learn and develop within a culture-forward firm. The job responsibilities include (but are not limited to) the following:
Responsibilities:
- Assist in representing the firm to provide expert legal guidance on a variety of estate planning matters, including drafting wills, trusts, powers of attorney and other estate planning documents.
- Assist in providing legal advice related to tax implications of different estate planning strategies.
- Prepare and format initial drafts of estate administration filings including petitions, inventories, accountings, final reports, and fiduciary accountings.
- Assist in advising clients on asset distribution after death.
- Prepare documents relating to the identification, collection, and valuation of assets.
- Apply analytical skills to identify and assist in resolving issues; proactively suggest appropriate solutions and recommendations to enhance final work product.
- Maintain client records, files and policies.
- Research, analyze and compile data and information to write reports regarding findings.
- Engage in direct communication with clients with respect to client intake, information gathering and administration.
- Draft engagement letters and assist with client invoicing and expense recovery.
- Complete special projects, and other related duties as assigned.
Qualifications:
- Excellent legal research and investigation skills.
- Excellent analytical and organization skills with a high level of attention to detail.
- Strong written and verbal communication skills.
- Complete discretion and ability to work with confidential information.
- Knowledge of legal research and writing.
- Participation in Juris Doctor program.
- Working knowledge and competency with various case management software platforms.
- Ability to prepare memos and decisions.
- Ability to follow directions and procedures.
- Ability to prioritize workload and assignments.
- Proficiency using Adobe PDF creator and editor.
- Proficient using Microsoft Office 365 suite of products (Outlook, Word, Excel).
- The ability and desire to work in a fast-paced environment.
- High level of initiative and the ability to work both independently and in a team environment.
- Positive, proactive, professional attitude.
Liff, Walsh & Simmons offers a competitive compensation package, comprehensive health benefits, retirement plans, professional development opportunities, and a collaborative work environment.
Salary : $20 - $25