Job Description

Overview: "At Law Mom®, we pride ourselves on providing compassionate, client-centered estate planning services. Our mission is to empower clients through education and deliver 5-star care at every step. We believe in teamwork, accountability, and community-focused service. If you’re passionate about making a difference and helping families secure their legacies, we invite you to join our team."

Key Responsibilities (including but not limited to):

Proofreading and Reviewing Documents : Ensure accuracy and notify the legal team of any corrections or issues.

• Document Organization : Organize legal documents in client binders, following specific systems and procedures with attention to detail.
• Document Preparation : Print, tab, and prepare legal documents for client binders.
• Scanning & Digital Filing : Digitize hard-copy documents and categorize them following firm protocols.
• Cloud File Management : Maintain and organize digital documents in the cloud, following our systemized processes.
• Notarization & Witnessing : Notarize and/or witness legal documents during signings (Notary will be required).
• Deed Recording : Record deeds and other legal documents, track filings, and handle necessary corrections.
• Form & Template Management : Work with fillable forms and templates to prepare documents for client use.
• File Audits : Ensure documents are complete with correct signatures and notaries and address any discrepancies.

Required Skills and Qualifications:

Exceptional organizational skills and attention to detail.

• Proficiency in Excel, Microsoft Word, and Adobe (specifically handling PDFs).
• Excellent computer and technology skills with the ability to manage digital files and cloud-based systems are mandatory.
• Strong client service skills with a professional and friendly demeanor.
• Notary license (or willingness to become a notary).
• High level of integrity and respect for client confidentiality.
• Typing, word processing, and data entry skills with the ability to read and understand various legal documents.
• Verbal communication and interpersonal skills to interact with clients and team members.
• Knowledge of Wealth Counsel is a plus.

Hours and Compensation:

• Part-Time Position (24-30 hours per week).
• Must be available for two evening shifts per month (1-2 hours each).
• Starting rate: $22.60 - $24.50 with potential for a pay increase based on the success of key performance indicators (KPIs).
• Opportunity for bonus compensation based on profitability.
• Potential for benefits.

Why You’ll Love This Job:

You’ll be working in a fast-growing law firm where you’ll help clients come out of an overwhelming process with peace of mind.

• Growth opportunities are available as the firm expands, with the potential for increased compensation and benefits.
• You’ll be part of a dedicated and caring team that values initiative and organization.

At Law Mom®, we are driven by a commitment to providing 5-star client care. We prioritize personalized, compassionate service that leaves every client feel heard, empowered and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in empowering our clients through education and helping them make informed decisions about their estate planning. As a team, we work together with a focus on innovation, always seeking creative solutions to meet our clients’ unique needs. Our commitment to community engagement and compassion drives us to give back and make a positive impact on those around us. Above all, we value team collaboration, always putting the firm’s mission and our client’s well-being first.

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