Legal Assistant – Estate Planning Focus Are you a detail-oriented, tech-savvy professional looking to make a meaningful difference in people’s lives? Polaris Estate Planning and Elder Law is expanding, and we’re looking for a Legal Assistant with a strong background in estate planning, document drafting, and file maintenance to join our mission-driven team. What You’ll Do: As a key member of our team, you’ll support our attorneys by preparing, managing, and maintaining estate planning documents that help families feel secure and protected. Your work ensures that clients receive well-crafted, legally sound plans, giving them peace of mind for generations to come. Why Join Our Firm? • You’ll join a growing, supportive team that values process, purpose, and people • You’ll have clear goals, structure, and space to grow • Competitive Compensation: Earn a competitive hourly wage of $20 - $22 , with opportunities for growth as you make a lasting impact on clients and the firm. Responsibilities: • Drafting, proofreading, and formatting estate planning documents (wills, trusts, powers of attorney, etc.) • Maintaining and updating client files in our case management system • Coordinating document signing appointments and finalizing execution packages • Communicating with clients and team members to ensure accuracy and timeliness Qualifications: • At least 2 years of legal assistant or paralegal experience (estate planning preferred) • Exceptional attention to detail – you don’t let the small stuff slip by • Strong computer skills – proficiency with Microsoft Office, Adobe Acrobat, and case management software (Clio or similar) • Excellent written and verbal communication • A proactive, solutions-oriented mindset • Ability to manage deadlines, prioritize tasks, and stay organized in a fast-paced environment • Customer service or sales experience is a plus • Possesses outstanding communication skills and a strong sense of empathy • Familiarity with case management or CRM systems is a bonus • Solid data entry, spreadsheet management, and computer skills • Proficiency with Microsoft Office , especially Excel • Previous legal experience is a plus • High school diploma or equivalent required ; Bachelor’s degree preferred Compensation: $20 - $22 hourly
• Drafting, proofreading, and formatting estate planning documents (wills, trusts, powers of attorney, etc.) • Maintaining and updating client files in our case management system • Coordinating document signing appointments and finalizing execution packages • Communicating with clients and team members to ensure accuracy and timeliness • Supporting attorneys with document revisions and client service follow-up
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