Estate Planning Legal Assistant

Company: Posterity Legal Services, LLC
Location: Saint Louis
Posted on: April 3, 2026

Job Description:

Job Description Job Description Posterity Legal Services, LLC is a boutique law firm in St. Louis, MO. We are professional, collaborative, and supportive. Our work environment includes: - Modern office setting - Growth opportunities - Relaxed atmosphere - On-the-job training Responsibilities: - Utilize My Posterity software to assist in estate planning process - Assist in preparation of estate planning documents such as trusts, powers of attorney, and health care directives under the supervision of an estate planning attorney - Gather information from clients regarding their financial situation, family dynamics, and estate planning goals to prep client file for attorney review appointment - Ensure all estate planning documents are accurately drafted and prepared for attorney review appointment - Send client instructional email and videos - Insertion of standard boilerplate language into the My Posterity software - Proofread documents for accuracy and grammar. This will include review of legalese - Prepare and review new account and service paperwork - Organize and maintain precise records of all transactions and communications - Maintaining calendars, preparing correspondence, and providing customer service - Interact with clients over the phone and by email - Correctly direct phone calls/emails to the appropriate attorney and/or agent - Respond to client’s basic service requests/queries - Ensure paperwork is prepared and provided for all client meetings - Perform general clerical tasks such as filing, photocopying, and organizing documents - Accurately enter data into various systems or databases - Responsibly closing out files upon client request, ensuring compliance and confidentiality - Performing any other duties as assigned with dedication and professionalism Qualifications: - Previous experience in an office or administrative role preferred - Strong phone etiquette and communication skills - Proficient in computer literacy - Ability to multitask and prioritize tasks effectively - Attention to detail and accuracy in work - Strong organizational skills - Knowledge of legal office procedures is a plus This is a great opportunity for someone looking to gain experience in an office setting and develop their administrative skills. We offer a supportive work environment with opportunities for growth and advancement. If you are a motivated individual with a strong work ethic, we would love to hear from you. Apply today! Please upload a copy of your physical resume

Keywords: Posterity Legal Services, LLC, Saint Charles , Estate Planning Legal Assistant, Administration, Clerical , Saint Louis, Missouri