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Drafting Legal Assistant

Role overview

Qualifications

  • Associate degree in Paralegal Studies, Legal Studies, accounting, finance, business, or related field (preferred).
  • Experience working in a professional office setting in one of the above areas (preferred).
  • Excellent written communication skills with the ability to draft clear and concise legal documents.
  • Proficiency in Microsoft Office Suite, Zoom, and legal software applications.

Responsibilities

  • Collect and organize client data and financial details into a comprehensive Client Information and Asset List.
  • Draft, edit, and proofread legal documents and forms (including Wills, Powers of Attorney, Trusts, Deeds, and other estate planning and elder law documents) with precision and consistency.
  • Attend client appointments with attorneys, serving as a witness and/or notary during document signings; prepare and proofread client correspondence and internal communications.
  • File legal documents with relevant agencies (county courthouses, Department of State, IRS, Office of Veterans Affairs, Department of Public Welfare) and perform general administrative tasks (scanning, copying, mailing, filing, and assisting walk-in clients).

Key facts

  • Remote from: Michigan (USA)
  • Full time
  • 0
  • English

Other skills

  • Microsoft Office
  • Administrative Functions
  • Business Acumen
  • Client Confidentiality
  • Time Management
  • Teamwork
  • Solutions Focused
  • Detail Oriented
  • Reliability
  • Prioritization
  • Social Skills

About the company

Steinbacher Goodall & Yurchak logo

Steinbacher Goodall & Yurchak

We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning. At Steinbacher, Goodall & Yurchak, no two plans are ever the same, because no person or family's goals are ever exactly the same. Every client is offered a written plan — a road map that will guide them as they move forward in their Estate and Long-Term Care planning, or with their Wealth Protection or Business Succession planning. Every plan we write starts from scratch, handcrafted page by page to meet your specific legal needs and goals. Our attorneys make sure each step of your planning is relevant and makes legal sense for you. Each document supports your goals and protects you as intended, nothing less. At Steinbacher, Goodall & Yurchak, we ensure that you get the most effective administration of your estate by guiding you through the probate process and effectively administering the estate so that every opportunity for preserving value for future distribution is presented. We educate ourselves to have a keen understanding of the probate and tax laws to best fit your needs. If you need help in administering an estate, contact Steinbacher, Goodall & Yurchak at 800-351-8334. We are your elder care and special needs law firm. Protection in times of prosperity, security in times of uncertainty, and comfort in times of crisis. Quality representation and litigation. Locations in Altoona, Muncy, State College, Williamsport, Wilkes-Barre, Wyalusing & Wysox.

Company details

Company size51 - 200

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Job description

The Legal Assistant supports clients in estate and long-term care planning while delivering high-quality service to both clients and internal staff. This role requires a strong understanding of firm procedures and a commitment to integrity and excellence. The ideal candidate will be detail-oriented, capable of managing multiple priorities, and skilled in both client communication and legal document preparation. This is a remote position that will support multiple offices. East coast time zone is preferred due to all office locations and staff being on the east coast.

Essential Duties and Responsibilities

  • Collect and organize client data and financial details into a comprehensive Client Information and Asset List.
  • Draft, edit, and proofread legal documents and forms with precision and consistency, including but not limited to:
    • Wills
    • Powers of Attorney (POAs)
    • Trusts
    • Deeds
    • Other estate planning and elder law documents
  • Attend client appointments with attorneys, serving as a witness and/or notary during document signings.
  • Prepare and proofread client correspondence and internal communications.
  • Answer incoming calls, route inquiries appropriately, and document messages for staff.
  • File legal documents with relevant agencies, including county courthouses, the Department of State, IRS, Office of Veterans Affairs, and Department of Public Welfare.
  • Perform general administrative tasks such as scanning, copying, mailing, filing, and assisting walk-in clients in accordance with firm policies.
  • Order tax assessment cards and title searches for real estate matters.
  • Support mailroom operations by sorting and logging incoming mail, faxes, and courier deliveries.
  • Prioritize client satisfaction by addressing concerns promptly and professionally.
  • Maintain strict confidentiality of client and personnel information in compliance with firm policies.

Qualifications

  • Associate degree in Paralegal Studies, Legal Studies, accounting, finance, business or a related field preferred.
  • Experience working in a professional office setting in one of the above areas preferred.
  • Excellent written communication skills, with the ability to draft clear and concise legal documents.
  • Strong ability to manage multiple tasks and deadlines simultaneously.
  • Excellent attention to detail and accuracy in all work.
  • Strong interpersonal skills, able to effectively interact with clients, attorneys, and court personnel.
  • Proficiency in Microsoft Office Suite, Zoom, and legal software applications.

Compensation based on experience 
 
About Steinbacher, Goodall & Yurchak 

At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. 

Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! 

We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA.  

Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. 

Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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