Signing Ceremony Prep & Execution Preparation:

Assemble physical and digital client deliverables, including printing final estate documents, preparing invoices, organizing signature flags/stickers, creating healthcare cards, and compiling the final legacy folders.

The Ceremony:

Lead or assist in the client signing meeting. Review documents with clients, answer non-legal process questions, ensure flawless execution of witnessing and notarization, and process final payments.

Post-Signing:

Handle the immediate backside administrative tasks, including scanning/copying executed documents, filing originals into our fireproof safe, updating Lawcus, and sending personal thank-you notes. 3. Post-Closing Asset Funding & Auditing Manage the deed recording process, including drafting checks for local recording fees and verifying completion. Schedule and conduct 30-day post-closing funding audit phone calls with clients to ensure they have updated their beneficiary designations and bank accounts. Ensure client fiduciaries (trustees/executors) are successfully onboarded to our online training community. Issue final closing letters, return recorded deeds, and manage our client review and testimonial outreach. Place clients on our long-term annual review calendar.

Qualifications & Skills The Ultimate Organizer:

You are obsessed with checklists, deadlines, and tracking systems. Nothing drops through the cracks on your watch.

Tech-Savvy:

You adapt quickly to modern software. Experience with CRM/Legal tech (Lawcus), video messaging (Loom), online communities (Skool), and document automation software is a massive plus.

Warm & Professional Communication:

You will be a primary point of contact for our clients during sensitive life planning. A compassionate, polished phone and email manner is non-negotiable. High Attention to

Detail:

Estate planning requires strict accuracy. A single missed signature or unrecorded deed is a liability—you must be meticulous.

Notary Public:

Must currently be a New York State Notary Public, or willing to obtain certification immediately upon hire. What We Offer Competitive salary commensurate with experience. A supportive, innovative, and tech-forward office environment. The opportunity to genuinely impact families by ensuring their legal legacies are secure.

Pay:

$26.03 - $31.35 per hour

Benefits:

Disability insurance Paid sick time Paid time off

Work Location:

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