Legal Assistant

Description Prepare and assemble living trusts, last wills, deeds, and health care documents to include,

Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA Authorizations,

and Living Wills.

- Review a completed intake and input pertinent information into the client management

system for document production. Follow up for clarification with the attorney and/or client.

- Identify client needs and bring them to the attorney's attention for further legal advice.

- Proof documents for accuracy.

- Final client phone calls to ensure proper spelling of names and beneficiary designations.

- In-depth understanding of living trusts, last wills, and health care documents, including

Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA authorizations,

and Living Wills.

- Explain the above documents to the clients, obtain the appropriate signatures, and answer

client questions without providing legal advice.

- Assemble the estate planning binder, make the appropriate copies for the clients, scan all

signed pages, and organize them in the appropriate digital format in the client file.

- After each signing meeting record detailed notes summarizing the signing meeting in the

client management software.

- Conduct Asset Review Meetings, a client-facing meeting where all asset information is

obtained and collected to prepare the necessary documents.

- Support paralegals and attorneys within the office, which may include preparation of court

pleadings, preparation of client or financial correspondence, witness out-of-office signings,

delivery of documents, return phone calls, phone back-up, document scanning, printing,

copying, and other miscellaneous tasks as needed.

- Request reviews.

- Assist in enrolling, marketing, networking, and outreach.

- Participate and assist in Kinghorn Law | Financial workshops.

- Participate in and contribute to internal meetings.

- All other tasks assigned by supervisor, Leadership, or attorne Requirements e-Filing, Civil Litigation, Calendar Management, e-File, Court Filings

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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