Estate Planning Legal Assistant Aspen Careers, LLC

Contract - Estate Planning Legal Assistant - Cincinnati, OH

Aspen Careers is partnering with a well-respected Cincinnati law firm to find a skilled Legal Assistant for its Estate Planning Practice Group
. This role offers the opportunity to work alongside a collaborative team of professionals dedicated to helping clients through the estate planning process. It’s an excellent fit for someone with legal or administrative experience who enjoys meaningful work, thrives in a dynamic environment, and takes pride in providing exceptional client service.

• 1+ years of legal experience assisting attorneys in Estate Planning, Trusts, or Probate.
• Strong verbal and written communication skills, as well as excellent proofreading skills.
• Ability to multitask and timely respond to deadlines as well as balance workload.
• Strong typing and organization skills and be detail-oriented.
• Proficient in Microsoft Office, Tracker, and iManage or equivalent.

• Competitive hourly rate
• 1 day WFH per week
• Friendly/collaborative working environment

• Assist with drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Managed client intake process, gathered necessary financial and personal information, and maintained accurate client records.
• Assist with coordinating document execution.
• Corresponded with clients and financial institutions to obtain required information and facilitate case progress.
  
  Organize and maintain electronic and physical files in accordance with confidentiality and data retention policies.