What are the responsibilities and job description for the Legal Assistant - Asset Coordinator position at Randall & Bryant Estate Planning Law Firm?
The Funding & Settlement Coordinator is a unique and vital position - one you won’t find at most estate planning firms. As a core part of our LifeSpan Legal Service Program, this role is the bridge between a client’s estate plan and the real-world assets that bring it to life.
You will work directly with clients and financial institutions to ensure assets are properly titled and coordinated with their estate plan. When a client passes, you will guide the settlement process, moving assets in accordance with their wishes with both technical precision and genuine compassion.
This is a department-of-one role, which means you will own your work fully: tracking your projects, communicating status proactively, and raising questions early rather than waiting to be asked. You will work with independence and confidence while staying closely connected with attorneys and teammates.
Prior experience in estate planning or asset coordination is not required; we will train you on the specifics. What we can’t train is ownership, initiative, and a genuine desire to serve clients with excellence during the most important moments of their lives.
Salary : $40,000 - $45,000