Job Function:
Operate as a team member and perform a variety of responsible paralegal, secretarial, technical,
and administrative functions. Support the managing attorney daily and up to three additional
attorneys as needed, with routine requests and matters, ensure maintenance of files, and draft
legal documents for the following practice areas: estate planning, family law, real estate, and
business formation.
Duties and Responsibilities:
A. General Support
a. Serve as the first point of contact for potential clients, clients, customers, and vendors
b. Answer, screen, and direct telephone calls
c. Schedule and confirm appointments using Rocket Matter software
d. Take detailed messages and respond to routine inquiries
e. Correspond with customers, clients, and co-workers
f. Type, proof, copy, organize, and distribute correspondence/legal documents
g. Draft engagement letters and responses to routine correspondence
h. Process payments
i. E-file and E-record
j. Send courtesy copies to court staff as necessary
k. Support attorneys in litigation matters by providing Zoom information, sending courtesy copies,
and informing clients of the status of their case
B. Residential Real Estate
a. Prepare Sale and Purchase Real Estate Contracts
b. Prepare file and enter all pertinent information and dates into Rocket Matter software
c. Order title and survey
d. Communicate with clients, agents, lenders, and all parties involved in the transaction
e. Correspond in contract negotiations
f. Prepare all necessary closing documents
g. Obtain necessary transfer stamps
h. Prepare closing statement and tax proration for settlement statement
i. Order all necessary title items i.e.: payoff, paid assessment letter
C. Estate Planning
a. Draft wills, trusts, deeds, and ancillary estate plan documents
b. Serve as the general point of contact for clients, directs legal questions, and provides
responses from the attorney to clients when necessary
c. Arrange witnessing, serve as a witness, schedule estate plan execution meetings, and print and
coordinate estate plan documents in binders
D. Business Formation
a. Draft for-profit and non-profit business formation documents
b. File Annual Reports, Articles of Incorporation and Articles of Organization
