Estate Planning Legal Assistant

About Us:
The Jolley Law Group is a multi-site boutique law firm dedicated to providing trusted and innovative estate planning, probate administration, and healthcare legal services in South Carolina. Our commitment to teamwork, integrity, and excellence drives us to create a meaningful impact each day—for our clients, our community, and each other.
How to be Impactful:
The Legal Assistant / Paralegal plays a crucial part in ensuring seamless case management. The ideal candidate is detail-oriented, tech-savvy, and excels in a fast-paced legal environment while delivering exceptional client service.
Summary of Responsibilities:
● Serve as a primary point of contact for prospective and active estate planning clients, ensuring timely follow-ups, appointment scheduling, and seamless case progression.
● Oversee the intake process by gathering necessary client information, tracking status in Clio Grow, and ensuring all documentation is complete for case advancement.
● Draft and manage engagement letters, follow up on outstanding fees, and maintain accurate client records to ensure smooth onboarding and legal compliance.
● Prepare, proofread, and format estate planning documents, including powers of attorney and healthcare directives, following firm procedures.
● Organize, scan, and track client files, key case milestones, and deadlines to ensure smooth case progression.
● Coordinate the finalization and delivery of estate planning documents, ensuring accuracy and adherence to legal and firm standards.
● Assist attorneys with scheduling, correspondence, and case-related tasks while maintaining accurate records in Clio.
● Ensure adherence to firm policies and procedures, maintaining confidentiality and an efficient legal workflow.
● Other duties as assigned.
Qualifications:
● At least 5+ years of experience in legal administration and/or relevant roles within a law firm environment.
● Prior experience supporting an estate planning practice.
● High attention to detail and strong proficiency with Microsoft Outlook, Word, Excel and legal practice management software.
● Familiarity with online document management programs and estate planning drafting software.
What We Offer:
● Competitive pay and 100% employee-paid benefit package
● 3 Weeks of PTO and 5 days of paid holiday break at the end of the year
● Enjoy 8+ paid holidays per year
● 100% 401K match up to 3% and 50% match up to 5%
● Opportunities for professional growth and development
● Supportive, collaborative, and fun work environment
● Serve in a role that makes a meaningful impact by helping clients find the legal support they need.

Please send resume to Susan Sherry at [email protected]