The Opportunity: Are you seeking a role where your contributions are appreciated, teamwork is valued, and excellence is the standard? Do you thrive in a dynamic work setting, enjoy daily interactions, and prioritize attention to detail and professionalism? If this sounds like you, we invite you to join our professional services team as a legal assistant. Who We Are: Our company, located on beautiful Bainbridge Island, is an expanding law firm specializing in consultative tax and estate planning. Our culture emphasizes collaboration, respect, and a genuine commitment to helping others, all while fostering meaningful connections with clients and colleagues. We offer a range of sophisticated services, including tax planning, estate planning, probate and trust administration, and small business planning. Our work environment is inclusive, supportive, and dedicated to delivering top-notch service to clients, with a strong emphasis on kindness and mutual respect. Compensation: $30 - $35 per hour, depending on experience, with potential for performance-based bonuses. Responsibilities: • Prepare basic legal forms, documents and correspondence related to new client intake, estate planning, probate, tax and business matters in support of associate attorneys, paralegals and other paraprofessionals for approval; track and adhere to established, expedient timeframes to meet office, tax and/or court deadlines; edit documents based on associate attorney, paralegals and/or other paraprofessionals request; file and/or send original documents (deeds) and/or pleadings to the court and/or various counties for recording; distribute materials pursuant to local, state and federal procedure. • Under direction, review information in files to determine if all pertinent information and/or documentation is present including client questionnaires, tax records, copies of real property deeds, invoices, etc.; contacts court personnel, county recording offices, state department of revenue, and associate attorneys, to verify and gather information; requests additional documentation and information, for the completion of assigned case files; verifies personal information throughout documents. • Responsible for maintaining estate planning case files; opens, sets up, updates, and closes case files as appropriate; receives or obtains reports, documents, and other information from varying sources; reviews and verifies file stage and status, enters and processes information into various databases; reviews documents for appropriate disposition, including retaining certain original documents and disposing of documents according to retention schedules and office policies. • Under direction, set estate planning matters for signing; enter and/or update information on each case, maintain records for each stage of case files from intake through signing, and/or filing; ensure original documents are returned to client as appropriate. • Provide support to associate attorneys, paralegals, and paraprofessionals confirming all required documentation has been received from client and/or other sources; directly request or coordinate with attorneys, paralegals, and paraprofessionals on outstanding items. • Prepares final estate planning portfolio to include all pertinent documents; ensures compliance with expected and legal timeframes; reserves conference rooms; notifies and or coordinates with clients on signing appointments; may assist attorneys by attending client meetings, taking notes, organizing documents, etc. • Receives and responds with assistance from supervisor and/or associate attorney to client questions, and outside agencies, regarding procedures, and case/matter status. • Ensure case/matters are paid in full; close physical and electronic files to include returning all client original documents timely. Qualifications: • Must have a strong understanding of general legal office principles, practices, and procedures, including statutory deadlines, legal terminology, and databases. • Should be able to independently and accurately execute assigned tasks following established procedures and departmental policies. • Demonstrated knowledge of legal terminology, court rules, and administrative procedures in estate planning, tax, and business law is essential. • Ability to establish and maintain effective professional relationships with the public, colleagues, courts, clients, and external business personnel. • Must adhere to oral and written instructions, principles, policies, and procedures within a legal office setting. • Capable of efficiently managing multiple duties with competing priorities. • Proficiency in operating office equipment and computer software is required. • Maintaining the confidentiality of sensitive information is crucial. • Strong typing and document proofreading skills related to litigation and legal matters are necessary. • Excellent communication skills, both verbal and written, are a must. Compensation: $30 - $35 hourly DOE + bonus

• Prepare basic legal forms, documents and correspondence related to new client intake, estate planning, probate, tax and business matters in support of associate attorneys, paralegals and other paraprofessionals for approval; track and adhere to established, expedient timeframes to meet office, tax and/or court deadlines; edit documents based on associate attorney, paralegals and/or other paraprofessionals request; file and/or send original documents (deeds) and/or pleadings to the court and/or various counties for recording; distribute materials pursuant to local, state and federal procedure.  • Under direction, review information in files to determine if all pertinent information and/or documentation is present including client questionnaires, tax records, copies of real property deeds, invoices, etc.; contacts court personnel, county recording offices, state department of revenue, and associate attorneys, to verify and gather information; requests additional documentation and information, for the completion of assigned case files; verifies personal information throughout documents.  • Responsible for maintaining estate planning case files; opens, sets up, updates, and closes case files as appropriate; receives or obtains reports, documents, and other information from varying sources; reviews and verifies file stage and status, enters and processes information into various databases; reviews documents for appropriate disposition, including retaining certain original documents and disposing of documents according to retention schedules and office policies.  • Under direction, set estate planning matters for signing; enter and/or update information on each case, maintain records for each stage of case files from intake through signing, and/or filing; ensure original documents are returned to client as appropriate.  • Provide support to associate attorneys, paralegals, and paraprofessionals confirming all required documentation has been received from client and/or other sources; directly request or coordinate with attorneys, paralegals, and paraprofessionals on outstanding items.  • Prepares final estate planning portfolio to include all pertinent documents; ensures compliance with expected and legal timeframes; reserves conference rooms; notifies and or coordinates with clients on signing appointments; may assist attorneys by attending client meetings, taking notes, organizing documents, etc.  • Receives and responds with assistance from supervisor and/or associate attorney to client questions, and outside agencies, regarding procedures, and case/matter status.  • Ensure case/matters are paid in full; close physical and electronic files to include returning all client original documents timely.