Legal Assistant, Probate Specialist

Who We Are

Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.

When you join the Evans & Davis team, you join an organization fiercely committed to our core values:

• Excellence–Practice Like a Champion:
  We work hard and compete to win. We’re preparing for the championship–performing to our highest level 見 improving our craft, and consistently exceeding expectations;
• Compassion–Climb Aboard the Meal Train:
  We care deeply about our clients, each other, and the community–showing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
• Hospitality–Create Wow Experiences:
  We create unforgettable moments–practicing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• Strategic–Play Chess, Not Checkers:
  We anticipate next steps–looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• Tactical–Clear the Obstacles:
  When we see a problem, we fix it–clearing obstacles, solving problems, and diving into every task with a team-first exclude attitude. We’re all in this together.

As an ambassador for our organization, the Probate Specialist establishes relationships with Evans & Davis clients built on trust, respect, and genuine creased care during a family's most difficult moments. You’ll provide necessary client communication and administrative support to attorneys, case managers, and staff—serving throughout the client journey with compassion and efficiency.

• Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s probate journey;
• Coordinate with clients to schedule and confirm all in-person and virtual meetings;
• Collect, audit, organize, and prepare documents for all meetings;
• Create, edit, and manage client files with provided information for physical and digital systems;
• Regularly update information in Lawmatics, the firm’s CRM tool—update matter stages, ensure assigned tasks are accurate, and save all relevant email communication to files;
• Update and maintain attorney calendars;
• Receive and scan all mail for clients and distribute accordingly;
• Answer client phone calls to answer general questions, as needed;
• Perform final audit of client file, ensuring accuracy;
• Provide general administrative assistance, including booking conference space and scanning documents;
• Work collaboratively as an important member of the probate team, providing assistance and client coverage as necessary.

• Can communicate verbally and in writing with excellence and warmth, building positive relationships with clients and colleagues;
• Show exceptional attention to detail and consistently complete tasks with a high degree of accuracy;
• Exhibit a passion for helping people;
• Enjoy a fast-paced workplace;
• Be flexible and open to change and improvement;
• Navigate sensitive information with compassion and confidentiality;
• Work effectively under pressure; and
• Bring a positive, team-first attitude to every interaction.

• Law firm experience required
• Experience with probate, trust administration, or estate planning matters strongly preferred; and
• Proficiency in Adobe Acrobat and the Microsoft tools

Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks.

• Medical, dental, vision, life, and long-term disability insurance for eligible, full-time employees;
• Health Savings Account;
• 401K match;
• Paid parental leave;
• Earned flexibility;
• Learning & development opportunities; and
• Holiday parties and team outings.