• 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 (POAs), Trusts, Deeds, and 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. • 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. • Support multiple offices remotely; East coast time zone preferred.