Estate Planning Legal Assistant & Client Services Specialist

Position Summary The Estate Planning Legal Assistant will support the firm's estate planning practice by assisting with document preparation, client communication, signing processes, trust implementation, deed preparation and recording, and maintaining accurate client files. The successful candidate will be highly organized, proactive, professional, and able to follow established procedures while maintaining attention to detail. Key Responsibilities Estate Planning Legal Support Prepare, organize, and assemble estate planning documents and client trust binders Review documents for completeness, formatting, and consistency prior to client delivery Prepare signing packets and assist with execution appointments Assist with post-signing document delivery and client implementation processes Prepare and coordinate trust funding documents Assist with deed preparation, recording, tracking, and follow-up with county offices Maintain accurate records of completed documents and outstanding items Scan, upload, organize, and maintain client files within firm systems Client Services & Communication Serve as a professional point of contact for clients by phone, email, and client portal Provide updates regarding document status, next steps, and administrative matters Conduct client implementation meetings using firm-approved checklists and procedures after training Coordinate appointments and assist clients through the estate planning process Maintain a warm, professional, and service-focused client experience Attorney & Firm Support Assist attorneys with document preparation and workflow management Draft routine correspondence, letters, and client communications Track deadlines, follow-up items, and completion of client tasks Maintain confidentiality and professionalism when handling sensitive client information Follow established firm systems, procedures, and quality-control processes Firm Operations Maintain organized client-facing areas and support a professional office environment Assist with administrative coordination, supplies, and day-to-day office needs Support improvements to internal processes and workflows Required Qualifications Minimum 2 years of experience in a professional office environment Experience working with confidential client information and formal documents Strong written and verbal communication skills Excellent attention to detail and ability to identify errors or inconsistencies Ability to manage multiple priorities while maintaining accuracy Strong organizational skills and ability to follow established procedures Ability to work independently and take ownership of assigned responsibilities Proficiency with Microsoft Office and Google Workspace Reliable transportation Ability to work in-office Monday through Friday Preferred Qualifications Prior experience in a law firm, estate planning, probate, real estate, title, financial services, or other professional services environment Experience preparing legal documents, deeds, contracts, or similar formal documents Experience with document management systems, CRM systems, or case management software Experience with: WealthCounsel / LEAP MyCase DecisionVault Client portals Notary Public certification or willingness to become a

Georgia Notary Public This Role Is Ideal For Someone Who:

Enjoys helping clients and building professional relationships Takes pride in accuracy and organization Is dependable, punctual, and accountable Learns technology and systems quickly Can manage detailed processes without losing attention to quality Wants to grow with a professional services firm Understands that exceptional service and attention to detail are essential

Pay:

From $50,000.00 per year

Benefits:

Paid time off Application Question(s): Do you currently live within a reasonable commuting distance of Snellville, GA? Are you available to work in-office Monday through Friday from 8:30 AM to 4:30 PM? Describe your experience working in a law firm, title company, financial services office, real estate office, or other professional services environment. What experience do you have preparing, reviewing, organizing, or managing formal documents? Have you worked with confidential client information? Describe how you handled it. Tell us about a time when you identified an error or inconsistency in paperwork. What steps did you take? What experience do you have working directly with clients and providing updates or guidance regarding next steps? Which software systems have you used (case management software, CRM systems, document management systems, client portals, Microsoft Office, etc.)? This position requires attention to detail with lengthy legal documents and deadlines. Describe how you stay organized. What interests you about working with Perimeter Law Group and supporting estate planning clients? What salary range are you seeking? Why do you believe you are the right fit for this role?

Work Location:

In person