
Estate Planning Coordinator
1 day ago
We are seeking a highly organized and proactive project coordinator to support our estate planning practice.
This role is ideal for someone with strong coordination skills who thrives in a structured environment and enjoys client-facing communication. No prior law office experience is required—just a passion for operational excellence and a commitment to delivering consistent, high-quality support.
Responsibilities:- Review all existing open files and convert them into structured projects, identifying key milestones, deliverables, timelines, and deadlines
- Build and maintain internal status review documentation to track progress and ensure accountability
- Build and maintain external status review documentation for client-facing updates
- Serve as the primary point of contact for clients, proactively delivering file updates with a consistent communication cadence
- Coordinate with legal staff and external stakeholders to ensure timely completion of tasks and adherence to deadlines
- Project Planning Experience: Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana, ClickUp)
- Administrative Background: Demonstrated experience in project management, office administration, or operations
- Organizational Skills: Exceptional ability to manage multiple projects, prioritize tasks, and meet deadlines
- Communication: Excellent written and verbal communication skills, with a professional and client-friendly tone
- Time Management: Proven ability to manage competing priorities in a fast-paced environment
- Professionalism: Reliable, proactive, and detail-oriented approach to work
- Legal Experience: Not required—training will be provided on legal-specific workflows
- Familiarity with legal terminology or document workflows (not required but helpful)
- Experience working with solo practitioners or small teams
- Comfort with remote collaboration tools (Zoom, Slack, Google Workspace)
- Opportunity to work in a dynamic and growing estate planning practice
- Training and development opportunities to enhance your project management skills
- A collaborative and supportive work environment
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