Legal Assistant , Funding Specialist

Join to apply for the Legal Assistant I, Funding Specialist role at Evans & Davis

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, improving our craft, and consistently exceeding expectations.
• Compassion–We Invented 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–Everyone Has a Grape Soda:
  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–We Play Chess, Not Checkers:
  We anticipate next steps—looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves.
• Tactical–We Chainsaw the Trees:
  When we see a problem, we fix it—clearing obstacles, solving problems, and diving into every task with a team‑first attitude. We’re all in this together.

The Funding Specialist is a vital part of the Evans & Davis estate planning process, ensuring that all client assets are successfully transferred to a client’s trust. Your careful attention to this important part of the client journey provides peace of mind and ensures there are no surprises during a family’s most difficult moments.

• Efficiently gather (deeds/third‑party forms/etc), create, examine, prepare, and organize all funding documents in preparation for attorney‑client signing meetings.
• Accurately manage, organize, maintain, and save funding documents in digital filing systems.
• Update the client intake form with all funding information.
• Follow up with clients to gather any missing funding information.
• Prepare documents for occasional deed matters.
• Proofread and edit funding documents.
• Regularly update information in Lawmatics— the firm’s CRM tool.
• Answer asset‑related client questions while matters are open and after closing.
• Research and monitor third‑party institutions and county policies to ensure all client assets are handled appropriately.
• Provide general assistance with administrative tasks, as needed.
• Work collaboratively as an important member of the Funding Specialist Team, assisting colleagues as needed.

• Show exceptional attention to detail.
• 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.
• Pursue excellence without waiting to be directed.
• Take ownership of learning and growth.
• Work effectively under pressure.
• Bring a positive, team‑first attitude to every interaction.

• Excellent editor.
• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel.
• Law firm experience or banking/title background required.
• Law firm experience in estate planning, funding prep, trust administration, or probate preferred.

• Medical, dental, vision, life, and long‑term disability insurance at no cost for eligible, full‑time employees.
• Health Savings Account.
• 401K match.
• Paid parental leave.
• Earned flexibility.
• Learning & development opportunities.
• Holiday parties and team outings.