Estates – Legal Assistant
Estates
OPTIONS:
Term - Commitment for length of hire of your new Sudo Staff. Longer terms have significant savings!
Experience - Minimum years of prior relevant experience required for your new Sudo Staff. Less experience has significant savings!
From: $2,500.00 inc GST / month
Estates – Legal Assistant
- Drawing wills, powers of attorney and similar documents from firm’s precedents
- Preparing probate application/letters of administration documents from firm’s precedents under guidance of firm’s solicitors
- Dicta-typing statements and correspondence
- Calling firm’s clients to book and reschedule appointments, obtain missing details, and similar
- Opening files in Firm’s practice management system – including setup of all cards for all applicable parties
- Preparing initial documents using firm’s precedents;
- Entering review dates Firm’s practice management system and assigning tasks
- Review incoming mail, identify matter and recipient, routing and seeking instruction as required, and saving to file
- Preparing and sending correspondence in accordance with firm’s procedures
- Combining enclosures and sending initial letters and documents to parties (bookmarked PDF or as preferred by client)
- Preparing EFT request for payments required and attending to firm’s authorisation process
- Phones call to client, agents, courts, other party’s lawyer, as instructed by solicitors
- Conduct searches using firm’s systems
- Preparing and sending invoices
- Organizing files
- Preparing documents from firm’s precedents
- Dicta-typing
- Preparing reports as instructed.
- Preparation of briefs – collation of documents
- Diary and Inbox management
- Scheduling appointments
- Transcribing documents
- General administrative tasks
SKU: N/A
Category: Legal Assistants
Experience Yrs | 0-1 years, 1-2 years, 2+ years |
---|---|
Term | 1 Month, 3 Months, 6 Months, 12 Months |
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