Key Responsibilities:
Coordinate signing appointments with clients, attorneys, notaries, and witnesses.
Prepare finalized estate planning documents for signature, ensuring accuracy, completeness, and compliance with state laws.
Facilitate the in-office or remote execution of documents, including notarization and witness coordination.
Act as a notary or witness during document signings.
Maintain accurate records of all signed documents and manage the secure filing and storage of originals and digital copies.
Educate clients on the signing process and respond to questions or concerns with professionalism and discretion.
Collaborate with attorneys and paralegals to ensure all necessary revisions and approvals are complete before execution.
Track and follow up on outstanding documents to ensure timely completion.
Arrange for document delivery, scanning, and/or recording when required.
Support general office tasks related to client service and legal document handling.
Qualifications:
Education: High school diploma required; Associate’s or Bachelor’s degree in legal studies, business, or related field preferred.
Experience: 1–3 years in a legal or estate planning office environment preferred.
Skills:
Strong attention to detail and organizational skills.
Professional communication and client-facing demeanor.
Ability to manage sensitive client information with confidentiality and discretion.
Proficiency in office software and legal practice management systems.
Familiarity with common estate planning documents and procedures.
Requirements:
North Carolina Notary Public
Experience with legal document preparation and execution in estate law.
